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Matrix42 Self-Service Help Center

Creating Email Templates

In email templates, you save standard texts for the subject and the message. When you write a new email, you can link it to an email template; the standard texts are then placed in your email and can be edited if necessary. If a sender address was configured in the template, it will also be replaced in the email dialog.

  1. Go to Matrix42 Software Asset and Service Management > Service Desk application.
  2. In the navigation area, click Configurations > E-mail Templates.
  3. On the toolbar, click Add E-mail Template. A properties dialog opens.
  4. Enter information that will be automatically copied to the newly created email.

emailtemplate.jpg

  • Name: Unique name of the email template.
  • Status: Activate or deactivate the email template by selecting the corresponding status, Active or Inactive, from the drop-down list.
  • Senders Email Address: Specify the sender's email address that will be automatically added to the From field of the email.
  • Subject: Enter the subject of the email.
  • Message: Enter the text of the email.
  1. Click Done at the bottom to save and close.

Actions

In the action pane, you can access the most important Actions for this email template with one click.

  • Edit: Open the email template for editing.
  • Delete: Delete the email template.
  • History: View and export email template related transactions. 
  • Export: Export the email template to an .xml file; select the Export N:M Relations checkbox to also export data about related objects with N to M, or many to many, relation. 
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