COBBLESTONE SOFTWARE

Contract Insight — User Guide

Notification Template Themes

03. Admin User Manual › Alerts & Notifications › Notification Template Themes

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 Themes (70 themes in this environment) controls "The look of the emails the system sends. A notification template picks one." A Set defaults control and an Add theme button sit above a grid of Theme (with a color swatch), Kind (Standard email or Task email), Based on, and Created; "Default Standard" and "Default Task" are marked Built in and cannot be edited, with Default Task additionally flagged "Task default." This matches the legacy description of Standard-vs-Task theme grouping and a default theme per kind, though the deeper color/header-image editing screen was not confirmed in this pass.

2. Key Elements

Administration > Notification Themes — 70 themes in this environment, controlling the visual look of notification emails
Set defaults and Add theme sit above the theme list
Each theme is Kind = Standard email or Task email, with a Based on starting point and a color swatch shown per row
"Default Standard" and "Default Task" are built-in, non-editable themes; Default Task is additionally flagged as the task default

3. Quick Reference Summary

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