SmartVault Tax and Accounting plans
Customizable email templates allow you to alter the text of select email templates in order to reflect your business needs. From the SmartVault Dashboard, click Email Templates to access a list of available templates.
Select the one you'd like to edit.
Note: For this article, I've selected the User Activation email template, used when an employee or guest is created (by sharing) and needs to activate their user id. Text will differ based on the template you select.
%BEGINITEM% and %ENDITEM% are used to wrap content and create a new line.
%FROMNAME% is the placeholder that adds the current user name.
%TEXT% contains a contextual message about what you are sharing with the user—for example, in the case of a vault, the message stored in %TEXT% is "the vault 'Byrne, David' with you." where "Byrne, David" is the vault name.
%MESSAGE% is only used when this template is generated from the Send Link tool.
%TEXT2% is another contextual message about what you are sharing with the user—for example, in the case of a vault, the message stored in %TEXT2% is " the vault 'Byrne, David'." where "Byrne, David" is the vault name.
%URL% is the actual link to the shared vault or folder you are sharing with the user. In the case of a client, this is a link to the client's vault.