Besides editing client services data and status, it is also possible to customize the visual templates used for the service communications and its general configurations.
Customize visual templates
To customize the visual communication templates, you will need to execute the following steps:
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 customize its name, description and content (i.e, a file).
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 just need to press the download icon of the target template.
Digital signatures templates cannot be download since they haven’t any content file associated.
Consult general configurations
To consult the general configurations, you need to click the “Customization” dropdown menu on the client services details, selecting the “General Configurations“ option.
You will automatically navigate to the general configurations page where there are various types of configurations.
General configurations editing is not available for Issuer or Partner operators, only for Administrator operators.