Alerts Tab - This is the message sent when approvers don't take action within the review days defined for the Workflow step. The subject field is locked for this message type.
Reminders Tab - This is the message sent to alert users that a Reminder date has been reached. You can create individual messages for each record type or use a default message. To use a default message, clear the record type selector in the toolbar, edit, and save the message. Then, select each record you want to use that default and verify that the "Use Default Message" box is checked.
Notifications Tab - This is the default message that opens when you click the Notification button in the Header toolbar. You can create individual messages for each record type or use a default message. To use a default message, clear the record type selector in the toolbar, edit, and save the message. Then, select each record you want to use that default and verify that the "Use Default Message" box is checked.
Collaborate Tab - This is the message sent to users when you invite them to collaborate on records. You can create individual messages for each record type or use a default message. To use a default message, clear the record type selector in the toolbar, edit, and save the message. Then, select each record you want to use that default and verify that the "Lock" box is unchecked. Finally, return to the default message and click the "Update Unlocked Templates" button. Going forward, any time you edit the default template, click the Update button again to copy your edits down.
Subscriptions Tab - Users can subscribe to folders in Document Manager to be alerted when certain activities take place. The messages in this tab are the ones sent when one of these activities occurs. You can create separate messages for each activity, or use a default.
System Events Tab - Templates on this tab are used for these events:
Event Summary - See Settings Tab for information about event summaries
This area works generally the same on each tab in the Message Templates page. Place your cursor in the Subject field or the Editor pane and then click one of the fields in the tree to insert a token. Use word processor tools in the Editor to format the message. In the Email table, place a check in the box next to each type of item that PMWeb should attach to the message.
