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Besides client services configurations customization, it is also possible to customize the visual templates used for communications and general configurations of the system itself.
Customize system visual templates
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Download visual templates
TODOTo customize the visual communication templates, you need to access “System Configurations > Visual Templates“ option and press the pencil icon on the “Actions” column of the target template to customize its description and content (i.e, a file).
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E-mail communications and digital signatures templates also support subject and signature value update, respectively. However, digital signatures templates don’t support content file update. |
Download visual templates
While on visual templates list, you can download the configured visual templates. To do this, you need to press the download icon of the target template.
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Digital signatures templates cannot be download since they haven’t any content file associated. |
Customize for specific language
While customizing the templates is possible to do it for a given language. To do this, you can switch between the available languages in the select box on top of the lists.
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Customize system general configurations
TODOTo customize the visual communication templates, you need to access “System Configurations > General Configurations“ option and press the pencil icon on the “Actions” column of the target template to customize its description and/or value.
