---
title: "Notification Template Themes"
slug: "notification-template-themes-1"
updated: 2026-10-07T16:44:30Z
published: 2026-10-29T16:30:09Z
canonical: "wiki.cobblestonesoftware.com/notification-template-themes-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Notification Template Themes

**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** controls "the look of the emails the system sends. A notification template picks one." Each theme sets the colors of an email's header, sub-heading, body background, links, buttons and footer on top of a base layout. Themes come in two kinds, **Standard email** and **Task email**, and one theme of each kind is set as the default for notification templates that do not name a theme of their own.

The screen lists every theme with its color swatch, **Kind**, **Based on** layout and **Created** date, with **Set defaults** and **Add theme** buttons above the list. The built-in themes (**Default Standard**, **Default Task**, **Simple Standard** and **Simple Task**) are marked **Built in** and cannot be edited or deleted, but can be previewed. Custom themes are created and edited in a side panel with a live preview.

# 2. Key Elements

- **Notification Themes list**: shows each theme's color swatch, **Kind** (Standard email or Task email), **Based on** layout and **Created** date. The badge next to the title shows how many themes exist, and the **Search** box filters the list.
- **Row actions**: **Edit**, **Preview this theme** (eye icon) and **Delete this theme** (trash icon). Edit and Delete are unavailable on built-in themes.
- **Default** and **Task default** tags: mark the themes currently used for standard emails and task emails when a notification template does not name a theme.
- **Set defaults**: chooses the default theme for **Standard emails** and **Task emails**, and whether to **Show social media links in the footer**.
- **Add theme** / **Edit theme** panel: **Theme name** (up to 20 characters, must be unique), **Base layout**, six **Colors**, **Reset to the layout's colors**, and a live **Preview**.

# 3. Navigating to Notification Themes

1. From the Contract Insight homepage, click the **Administration** icon at the bottom of the left navigation bar.

![Administration icon highlighted in the left navigation bar](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01_admin_nav(1).jpg)

1. On the Administration page, scroll to **Automation & Data** and click **Notification Themes**. You can also type "themes" in the **Search administration** box.

![Administration page Automation and Data section with the Notification Themes tile highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02_admin_tile.jpg)

1. The Notification Themes list opens. Use **Search** to find a theme, or use the row actions to **Edit**, preview or delete it.

![Notification Themes list with Set defaults, Add theme, Search, the row actions and the Default and Task default tags highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03_themes_list.jpg)

# 4. Setting the Default Themes

1. On the Notification Themes list, click **Set defaults**.
2. In the **Default themes** window, choose a theme from **Standard emails** and from **Task emails**. Each list only offers themes of the matching kind, plus **- none -**.
3. Select **Show social media links in the footer** to add social links to emails sent with these themes.
4. Click **Save defaults**, or **Cancel** to close without changes.

![Default themes window with the Standard emails and Task emails drop-downs, social media checkbox, Cancel and Save defaults highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04_set_defaults.jpg)

**Note:** The default themes are used only when a notification template does not name a theme of its own.

# 5. Adding a Theme

1. On the Notification Themes list, click **Add theme**.
2. Enter a **Theme name** (up to 20 characters). Each theme needs its own name.
3. Choose a **Base layout**: **Simple standard** or **Standard** for standard emails, or **Simple task** or **Task** for task emails. Standard layouts cover everything other than task emails, such as expiring contracts, approvals and alerts.
4. Under **Colors**, click the swatch next to **Header**, **Sub-heading**, **Body background**, **Links**, **Buttons** and **Footer** to set each color. Click **Reset to the layout's colors** to start over.
5. Check the result in the **Preview**, which updates as you change the colors.
6. Click **Create theme**, or **Cancel** to close without saving.

![Add theme panel with Theme name, Base layout, Colors, Preview, Cancel and Create theme highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05_add_theme.jpg)

**Note:** The preview uses stand-in wording, because each notification supplies its own text. The logo and social media links are added when the email is sent.

# 6. Editing a Theme

1. On the Notification Themes list, click **Edit** on a custom theme.
2. Change the **Theme name**, **Base layout** or any of the **Colors**, and check the **Preview**.
3. Click **Save theme**, or **Cancel** to discard your changes.

![Edit theme panel with Theme name, color swatches, Reset to the layout's colors, Cancel and Save theme highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06_edit_theme.jpg)

**Note:** Saved changes apply to the next email sent. Built-in themes cannot be edited or deleted. To customize one, add a new theme based on the same layout.

# 7. Previewing a Theme

1. On the Notification Themes list, click the **Preview this theme** (eye) icon on any theme, including built-in themes.
2. Review the saved theme, shown with stand-in wording, then click **X** to close the preview.

![Preview window for Default Standard with the preview icon, preview and close button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07_preview.jpg)

# 8. Quick Reference Summary

| Task | Where / How |
| --- | --- |
| Open Notification Themes | Administration › Automation & Data › **Notification Themes** |
| Choose the default themes | **Set defaults** › Standard emails / Task emails › **Save defaults** |
| Show social links in email footers | **Set defaults** › **Show social media links in the footer** › **Save defaults** |
| Create a theme | **Add theme** › Theme name, Base layout, Colors › **Create theme** |
| Change a theme | **Edit** on a custom theme › **Save theme** |
| See what a theme looks like | **Preview this theme** (eye icon) |
| Remove a theme | **Delete this theme** (trash icon, custom themes only) |