As of ILLiad 8.6, ALL email templates are stored in the database and can be accessed and edited from the ILLiad Customization Manager.
Templates Already in the Customization Manager
The following email templates should have already existed in the ILLiad Customization Manager before updating to ILLiad 8.6. The ILLiad Updater converted them to the new 8.6 names and changed the tags to the new format. You may want to review these emails at this time.
| ILLiad 8.5 Name | ILLiad 8.6 Name |
|---|---|
| BorrowingOverdue1 | Borrowing Overdue 1 |
| BorrowingOverdue2 | Borrowing Overdue 2 |
| BorrowingOverdue3 | Borrowing Overdue 3 |
| BorrowingOverdueReminder | Borrowing Overdue Reminder |
| LendingOverdue1 | Lending Overdue 1 |
| LendingOverdue2 | Lending Overdue 2 |
| LendingOverdue3 | Lending Overdue 3 |
| LendingOverdueReminder | Lending Overdue Reminder |
| ArticleExchangeLendingNotification | Article Exchange Lending Delivery |
| ILLArticleNotify | ILL Borrowing Article Pickup |
| ILLArticleDeliveryNotify | ILL Borrowing Article Delivery |
| ILLLoanNotify | ILL Borrowing Loan Pickup |
| ILLLoanDeliveryNotify | ILL Borrowing Loan Delivery |
| ILLDDArticleNotify | ILL Doc Del Article Pickup |
| ILLDDArticleDeliveryNotify | ILL Doc Del Article Delivery |
| ILLDDLoanNotify | ILL Doc Del Loan Pickup |
| ILLDDLoanDeliveryNotify | ILL Doc Del Loan Delivery |
Editing New Templates
After updating to ILLiad 8.6, ILLiad will no longer use .txt file email templates. If you did not move any of the following email templates to the Customization Manager before updating, you will need to edit them now.
| New 8.6 Template Name | Old .txt File Name |
|---|---|
| Auto Cleared User | *autoclearcust.txt |
| Borrowing Password Reset | *passwordreset.txt |
| Borrowing Cancellation Loan | cancel.txt |
| Borrowing Cancellation Article | cancel.txt |
| Cleared User | clearcus.txt |
| Disavowed User | disavow.txt |
| Doc Del Cancellation Loan | cancel.txt |
| Doc Del Cancellation Article | cancel.txt |
| Borrowing Electronic Delivery | *elecdel.txt |
| Doc Del Electronic Delivery | *elecdel.txt |
| Lending Cancellation Loan | lendingcancel.txt |
| Lending Cancellation Article | lendingcancel.txt |
| Lending Password Reset | *lendpasswordreset.txt |
| Merged User | mergecus.txt |
*Email template is located on your ILLiad server.
- Locate the .txt file (listed above) that contains your email template.
- Once you have located the .txt file and are ready to move it, in the Customization Manager click the Notification Templates tab.
- Click Edit and select the template you want to edit. The template names and their correspponding .txt file template are listed above.
- Make any needed changes to the template Description, Subject, Addresses, etc.
- Edit the template body. Some ways of doing this:
- If you like the default language, keep the template as it is.
- Edit the text of the template manually.
- Copy (Ctrl+C) and paste (Ctrl+V) from the .txt file to the Customization Manager.
- Click Save.
You can easily add field tags to your template by right-clicking anywhere in the email template and selecting the appropriate field. This will pull in that value associated with the transaction, user, etc.