Email Template

This section explains how to manage email templates within the email settings. Bold BI allows you to access system templates, create custom templates, and customize templates for sending email notifications.

NOTE: This setting is applicable only for On-Premises Deployment.

Default Template Overview

Bold BI provides default templates for each module. These templates can be customized to meet specific requirements. However, system default templates cannot be edited, deleted, or set as default for custom use.

Managing Email Templates

Create a New Template

1. Select a template to customize and click View from the grid.

   

2. Click Create Template to create a custom template. Choose a base template to start your customization.

   

   

Edit Template

1. Click the Actions button in the template grid context menu and select Edit.

   

2. Modify the content as needed, then click Save to update the template.

   

Copy a Template

1. Click the Actions button in the template grid context menu and select Copy.

   

2. A dialog will appear to confirm and proceed with copying the template.

   

Mark a Template as Default

Click the Actions button in the context menu of the template grid and select Mark as default to set the selected template as the default.

Delete Template

To delete the created template, click the Actions button in the context menu of the template grid, and select Delete.

NOTE: System default templates cannot be edited, deleted, or set as default.