Selecting Email Template

The email templates that are used when creating outgoing submittals can be defaulted on each project. To update the default email template, navigate to Project Menu > Set Up > Project Configuration. From the "Main" tab, navigate to Submittal Email Notifications > Templates.

An email template can be selected for each submittal target (i.e., customer, sub-supplier, etc.). To choose a different template, expand the drop-down and choose from the list of available templates.

Note: If a different email template should be used on a specific submittal, the template can be changed on the individual submittal before sending. This change will only apply to the submittal, and will not change the project default.


Edit Email Template

Once you have started the submittal process, you can make adjustments to the email before sending. To do this, expand the email body section and click directly into the body of the email. For more options, click the three dots (...).

Note: Only text can be modified from the email body editor, and new variables cannot be added. If additional variable are needed, adjust the template from System Menu > Template Mgmt > Output Templates. Once changes are applied, restart the submittal process.


For more information, see this article: Create a New Email Template.