Email & Remider · Administration

Email templates

Manage reusable email content separately from Automated reminder rules.

Template library
Select a template to edit. Used templates are versioned and cannot be hard-deleted.
Template Scenario Subject Status Version Reminder usage Updated Actions
Request documentsTPL-001 Initial document request Documents needed for {{task.title}} Active v3 2 rules 05 Aug 2026, 09:42by Sarah K.
Friendly follow-upTPL-002 Follow-up reminder A quick follow-up on {{task.title}} Draft v2 0 rules 04 Aug 2026, 15:18by Admin User
Supplementary requestTPL-003 Supplementary documents Additional information required for {{task.title}} Inactive v1 1 rule 29 Jul 2026, 11:06by Sarah K.
Edit template
Select a template from the library.
Active
Insert merge field Choose a controlled field. It will be inserted into the last selected Subject or Body position.
Version history Used versions remain read-only so previously sent emails keep their original content.