Configuring mail file templates

Configure which mail file templates can be applied to user mail files and configure a mail file template to use by default.

About this task

The service provides standard mail file templates to apply to user mail files. Custom mail file templates that are designed for your company and approved by an IBM® Software Services for Collaboration representative might also be available for use. Apply the mail file template after user provisioning.

Procedure

  1. Log on to http://www.ibmcloud.com/social as a user with the Administrator role.
  2. If your account also has the User role, click Admin > Manage Organization.
  3. In the System Settings section of the navigation pane, click IBM SmartCloud Notes.
  4. From SmartCloud Notes® Administration, click Mail Templates.
  5. Perform any of the following template management tasks.
    Table 1. Mail template management tasks
    Task Steps Additional information

    Select a mail template to apply to new user accounts by default.

    1. Click Custom Mail Templates or Standard Mail Templates.
    2. Select a template.
    3. Click Set as default

    If you do not select a default template, the most recent English version of the standard template is used as the default.

    You can change the mail template after you add a new user, as necessary.

    Download a template to make design changes to it.

    1. Click Custom Mail Templates or Standard Mail Templates.
    2. Select a template.
    3. Click Download.

    When the design changes are complete, you must submit the template to an IBM Software Services for Collaboration representative for approval before it can be applied to user mail files.

    Remove a custom template from the list of available templates.

    1. Click Custom Mail Templates.
    2. Select a template.
    3. Click Delete Selected.

    Remove a template if it is no longer used. If you remove a template that is currently assigned to a user, you should assign a new one.

    Be careful when removing a template. If you change your mind, you must contract the services of IBM Software Services for Collaboration to add it back.