Email templates can save a considerable amount of time when sending an invitation to connect with a vendor, customer, or when inviting new team members to the Bitsight platform.
Applications
If you do not see the Settings icon, it means you do not have the right access level.
Creating a New Template
To create a new template, click on the +Add button in the Templates Settings section, assign a title to the template, add the applicable subject line and message and click on the Submit button.
Editing an Existing Template
Look for the corresponding template in the Templates Settings section, and select the Pencil icon. Make all the necessary changes, and select Submit.
Deleting an Existing Template
Look for the corresponding template in the Templates Settings section, and select the Trash Can icon.
- June 3, 2024: Listed available application; Added section directory.
- May 16, 2024: Separated email examples to their own article.
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