COBBLESTONE SOFTWARE
Contract Insight — User Guide
Notification Template Side Menu
03. Admin User Manual › Alerts & Notifications › Notification Template Side Menu
Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.
1. Overview
Administration > Notification Templates is described in the admin hub as "Edit the email templates used by notifications," the live counterpart to the legacy side menu's Template List, Template Overview, Merge Fields, and Template Subject/Body sections. A notification template's own editor (explored in an earlier wave of this guide) exposes its general information, the dynamic merge fields available for the notification's content, and the subject/body authoring area, matching the legacy structure even though the surrounding navigation has been redesigned into the current tab-based template editor rather than a literal side menu.
2. Key Elements
- Administration > Notification Templates — "Edit the email templates used by notifications"
- A template's editor exposes its general information, available merge fields, and its subject/body content, matching the legacy side menu's four sections
- The legacy's literal side menu has been redesigned into the current template editor's tabs
- See the Workflow & Task Management module (an earlier wave of this guide) for more on notification templates used by workflow tasks
3. Quick Reference Summary
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