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- Description: The pre-set notification description can be modified.
- Notification type: The notification type is visible in the overview. However, it cannot be edited.
- Email template: Using this function, the default email template for the according notification type can be modified (see image below).
- Report template: Using this function, the default report template for the according notification type can be modified (see image below).
- Save grid: Using this function, the data displayed on the loans, added to the notification, can be exported to Excel.
- Reset grid: Using this function, the default grid can be restored.
- Refresh data: Using this function, the data displayed can be refreshed (e.g. when not all related data is yet displayed).
- Email to (CC/BCC): Using these fields the relevant email addresses to be used for the notification can be entered.
- Email subject: This field provides the default subject line to be used for the notification email(s). This can be modified by clicking in the field and entering the relevant changes.
- Email body: This field provides the default body to be used for the notification email(s). this can be modified by clicking in the field, which will open the text bubble, displayed in the image above. All relevant changes can be made to the text from there.
- Attachments: Using this function, the notification attachments can be reviewed (see image below). The preview can be closed, using the “Close preview” button (1). Existent attachments can be printed (2) and any other relevant documents can be added to the notification (3) to the notification). Documents can be previewed by clicking on them (4). Added attachment can be removed, suing the “Remove” button (5).
- Choose loans: The loans for which a notification is to be set can be selected by ticking the checkboxes in front of each loan.
- Send email: Using this function, the email notifications for the selected loans (12) can be sent.
- Test mail: Using this function, test email notifications for the selected loans (12) can be sent, allowing the user the preview the actual email that is to be sent (see image below). The relevant email address to be used for the test notification is to be entered (1), after which the test notification can be sent (2).
- Reset email content: Using this function, all changes made to the subject line(s) (9) and email body(ies) (10) can be reversed.
- Update reports: Using this function, after selecting the relevant loan(s) (12), the related loan notification reports can be recreated.
- Show all attachments: Using this function, all attachments (for all loans) within the notification can be reviewed. The same functions as in (11) are available. Note that when adding new attachment(s) through this functionality, the document(s) will be attached to all loans within the notification.
- Save: Using this function, all changes made to the notification - e.g. subject line(s), email bodies, etc. - can be saved.
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