Customizations
The Customizations page enables the user to customize the blocked file PDF template, password protected blocked file PDF template, password protected email body and password protected portal logo.
To get to the Customizations page from the navigation pane on the left, click Settings > Customizations.
The Customizations page is displayed:
The customizations available are:
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Password protected - blocked file PDF - customize the organization's password protected blocked file PDF template by uploading your own template. See Customizing Blocked File Templates. |
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Password protected - Email body - customize the organization's password protected Email body by editing the suggested template |
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Customize password-protected portal logo - customize the organization's password protected portal logo by uploading the company logo |
Customizing Blocked File Templates
Votiro provides a default blocked file template to the customer. The customer then has three options:
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Use the default template as is |
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Customize the default template |
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Import a customized template |
Using the Default Template
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Click on the three dots to the right of the Import button.
The following menu opens: |
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Select Download default template. |
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The default template is downloaded. |
Customizing the Default Template
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Download the default template by selecting Download default template. |
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Edit the downloaded template as desired. |
Importing a Customized Template
To upload a blocked file PDF template or Password Protected blocked file template:
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Click on the Import button. |
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An explorer window opens. Navigate to the desired template file to import and select it. |
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The import process begins, and a progress bar is displayed. |
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When the import process completes, a message is displayed. |
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If the import is successful, the following message appears: |
Each blocked file will be replaced with the updated template.
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If the import is unsuccessful, an error message is displayed: |
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If the template file type is not RTF, the following message appears:
The uploaded template should be an RTF file
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For any other error, the following message appears:
The upload template process failed. Please contact Votiro support.
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As you make configuration changes the Items Changed count increases.
To save the changes click Save Changes. A confirmation message will appear advising that you will not be able to recover the previous configuration settings. Click OK to proceed with saving the changes made to the configuration settings, or click Cancel to return.
To abandon the changes click Reset, your system configuration settings will remain unchanged.
Customizing Email Body Templates
Note:
Currently the customized email template is not supported in the TNEF email format.
To customize the Email body template:
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Click on the Editor button. |
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You can customize the template by: |
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Logo (Upload image) - press Choose File to upload an image |
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Title - enter the template title in the text box |
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Message body - enter the template message body in the text box |
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Release file link message (Link prefix and Link description) - enter the Link prefix text in the text box, and the Link description in the two boxes. |
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You can create up to two templates by clicking on the + Template button. |
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After entering the desired information, there are options to: |
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Template Preview / Preview all - preview templates |
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Right to left / Left to right - Set message location |
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Reset - reset the template to the default |
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After reviewing the template changes, click on the Save button. |
End user view
The following is an example of what the end user sees in the email:
Demo
A video demonstrating customization of the Email body template is available at:
Customize template - PPF Email message
Customizing the Password-protected Portal Logo
To customize the Password-protected portal logo:
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Click on the Editor button. The Logo template editor is displayed: |
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