E-mail templates list
=======================

.. index:: E-mail template

**Goal:** you manage a client's e-mail templates, which Rillsoft
Integration Server uses to send notifications automatically.

**Prerequisite:** you are logged in as administrator.

Step by step
------------

1. Select **Administration > Clients**.
2. Click the **Mail** button

   |image0|

   to open the e-mail templates list for the client.

   |image1|

3. Optionally, use the **New e-mail template** button (if available) to
   create your own e-mail template.

Check the result
-----------------

In the **Actions** column

|image2|

you find two icon buttons for editing and deleting the predefined
templates.

Types of e-mail templates
----------------------------

- Temporary password — templates for users' login credentials.
- API access key — templates for users' API access keys. You need an API access key for modules such as iCalendar, Timeline, Redmine, Vacation Planning, SAP, etc.
- Notify employees about the change of work
- Notify users about the change of work
- Notify users about the change of milestone dates
- Notify users about negative effort
- Remind employees about upcoming activities
- Remind employees about untimely completed jobs
- Vacation planning — approval of vacation request
- Vacation planning — cancellation of vacation request
- Vacation planning — new vacation request received
- Vacation planning — cancellation of vacation request received
- Timesheet — new confirmation received
- Timesheet — new effort change received
- Warning for conflicts in the cross-project links

**Tip!**

1. Depending on the type of e-mail template, different project
   information is available in the **Parameters** field.
2. In all templates, the subject and text content can be freely defined
   using the parameters available for that template.

Edit a template
------------------

After clicking the **Note with a pen** button

|image3|

you can edit an e-mail template.

|image4|

Related topics
--------------

- :doc:`client_folder` — time limits for e-mail notifications per folder
- :doc:`02-task-oriented-help/manage-clients/index`

.. |image0| image:: ../images/id_client_email_list.png
            :alt: "Mail" button for opening the e-mail templates list
.. |image1| image:: ../images/email_temp.png
            :alt: E-mail templates list of a client
.. |image2| image:: ../images/id_email_temp.png
            :alt: "Actions" column with icon buttons for editing and deleting
.. |image3| image:: ../images/id_email_temp_edit.png
            :alt: "Note with a pen" button for editing an e-mail template
.. |image4| image:: ../images/email_temp_key.png
            :alt: Dialog for editing an e-mail template with parameters