Customizing notification templates | FundCentre Reporting (formerly InvestorVision)

Applies to: General partners
 

You can customize the templates used for sending email alerts to make them personal and contextual. Templates can be customized on the portal-level or on the fund-level. If a fund-level template exists, it is used, otherwise the portal-level template is used. Portal-level templates do not affect fund-level templates, that is, if a change is made to a portal-level template, it is not pushed to the fund-level template.

I want to

• Personalize email notifications

Video - Manage notification templates

This video tutorial demonstrates how to manage and customize the templates within InvestorVision. Refer to detailed steps below for additional information. 

Steps

1. Select one of the following options:
   • To customize a portal-level template, click the down arrow next to your user name and select Templates.
   • To customize a fund-level template, click Funds in the left panel, click the fund name, click Templates.
2. In the left pane, select the type of template that you want to customize.
3. Make changes to the subject line and message body. You can format the message content by adding hyperlinks and images. Hyperlinks allow you to display meaningful text instead of long URLs in the template.
   • Add a hyperlink
     1. Highlight the text that you want to convert into a hyperlink.
     2. From the formatting toolbar, click the Insert/edit link icon.
     3. In the URL field, enter the required link.
     4. In the Text to display field, modify the display text.
     5. (Optional.) In the Open link in field, select whether the link opens in a new tab or the current tab.
     6. Click Save.
   • Add an image
     1. Place the cursor where you want to insert the image.
     2. From the formatting toolbar, click the Insert/edit image icon.
     3. In the Source field, select and upload the image. You can add images up to 1 MB.
     4. (Optional.) Enter an alternative description or adjust the image width and height.
     5. Click Save.
4. (Optional.) In the Reply to Email section, enter an email that will receive replies related to published documents and postings.
5. (Optional.) To send a test email, click Send Test Email.
6. Click Save.
7. To revert the notification back to the default text, click Reset Default Language.

Additional information

• Sending posting notifications
• Sending document notifications
• Previewing document notifications