Moving Email Templates AFTER Updating to ILLiad 8.6

Print Friendly and PDF Follow

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.

  1. Locate the .txt file (listed above) that contains your email template.
  2. Once you have located the .txt file and are ready to move it, in the Customization Manager click the Notification Templates tab.
  3. Click Edit and select the template you want to edit. The template names and their correspponding .txt file template are listed above.
  4. Make any needed changes to the template Description, Subject, Addresses, etc.
  5. Edit the template body. Some ways of doing this:
    1. If you like the default language, keep the template as it is.
    2. Edit the text of the template manually.
    3. Copy (Ctrl+C) and paste (Ctrl+V) from the .txt file to the Customization Manager.
  6. 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.


If this article didn’t resolve your issue, please take a moment and answer a few questions to help improve our documentation: