Product: Intralinks 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
Steps
- 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.
- In the left pane, select the type of template that you want to customize.
- Make changes to the subject line and message body.
- (Optional.) In the Reply to Email section, enter an email that will receive replies regarding published documents and postings.
- (Optional.) To send a test email, click Send Test Email.
- Click Save.
- To revert the notification back to its default text, click Reset Default Language.