Besides editing the client service services data and status, it is also possible to customize the visual templates used for the communication of your service communications and its general configurations.

Customize visual templates

To customize the visual communication templates, you will need to execute the following steps:

1. Access “Client Services > Detail” and click the “Customization” dropdown menu, selecting the “Visual templates“ option.

You will automatically navigate to the visual templates page, where three types of templates are displayed:

• Portal layout: CSS and logo for portal client.

• E-mail communications: e-mail template of new electronic invoice available for consult.

• Digital Signature: text template for visual signature information.

2. Press the pencil icon on the “Actions” column of the target template to change or customize and update the its name, the description or the content fileand content (i.e, a file).

Digital signature template

When customizing the digital signature template, it is possible to use different parameters for the visible signature information.

To consult the parameter options, you can click in the expansion panel residing in the bottom of the signature template edit dialog.

Image Added

Download visual templates

While on visual templates list, you can download the configured visual templates. To do this you just need to press the download icon of the target template.

To consult the general configurations, you just need to click the “Customization” dropdown menu on the client services details, selecting the “General Configurations“ option.

Image Removed

You will automatically navigate to the general configurations page, where there are various types of configurations.

Image Removed