Notification Template Themes
  • 26 Jan 2024
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Notification Template Themes

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Article summary

Admin users can create Notification Template Themes based off the system default themes.

Create Template Theme

On the Notification Template List page, admin users will see a Manage Theme(s) submenu on the side menu. To create a new Template Theme, select the Create Template Theme option.

Create Template Theme


The Select Theme Type dropdown menu offers a list of templates that can be customized.

Theme Type Drop Down

Once a theme type is selected, colors can be customized for several different areas. Click the color bar to customize the color for each section of the theme.
Colors for the theme

Click the Create Theme button to create your custom theme and add it to the list of Notification Template Themes

Notification Themes List

To see a list of all the available Themes, select the Notification Theme(s) option from the Manage Theme(s) section of the side menu on the Notification Template List page.

Notification Theme(s) List


Admin users have the option of selecting either Standard Themes for standard system notifications, or Task Themes for Workflow Task notifications.

Standard Themes or Task Themes


Set as Default Template Theme

To set a theme as the Default Theme, select the Select Default Template Theme from the Manage Themes section on the side menu of the Notification Template List page.

Select Default Theme

The Select Default Theme dropdown has the list of options to set as the default theme.

List of options to set for default theme

There is an option to Display Social Media links at the bottom of the Notification Email. 

To set the selected template as default, press the Set Default button.


Once a template is set as default, the option to change the header image becomes available. Clicking the Change Header button brings up a list of images from the Notification Header section of the system's Image Library.

Change Header option



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