Articles on: Policy Management

Creating Email Templates

With Patronum you can send emails to new users, managers, as well as other groups and individuals as part of an on or offboarding policy.

Creating an email template is very simply to creating an email signature template as it uses the same values and conditions.

Creating an email template

Select the Settings menu item.

Select the ADD EMAIL TEMPLATE button

Add email template

Create your email template.

Email Template Editor

From within a Policy expand the ACTIONS select.

Patronum Policy Actions

Select Notify, who you want the email to be sent to and the email template you wish to use.

Updated on: 16/04/2024

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