Uploading Your Email Template

You can compose a message in the Template field on the email template record if your template file was not prepared outside of NetSuite.

To upload your email template and create a template record:

  1. Go to Setup > Company > Email > System Email Templates.

  2. Click New.

  3. Enter a name and description for this template.

  4. On the Templates subtab:

    • Enter a subject for this template.

    • If you created your template outside of NetSuite, select File and click the plus icon next to the Template File field. In the File window, select the file you want to upload, and click Save.

    • To compose your template text here, select Text Editor and enter your message in the Template field. You can use the Insert Field tool to automatically insert fields that pull information from fields on the case record.

  5. On the Restrict Access subtab, you can designate this template as private. This ensures that only you can use it, or you can select a group to have exclusive access to the template.

  6. Click Save.

Your notification template is ready to be assigned to a type of notification. You can set these preferences on the Notification subtab when you set up support preferences at Setup > Support > Preferences > Support Preferences.

Related Topics

General Notices