If you're using the new workflow features of CATS, you'll find that you have the ability to create and edit Email Templates. If you're not using our new workflow, or you're not sure, click on the "Settings" tab and then "Customize Workflow" in the blue bar.

An Email Template is a pre-written formatted email that is automatically generated when certain events occur. Templates can include tags, which are special values like %NAME% which are then replaced with their actual values when the template is generated.

Our goal is to use our Email Templates feature anywhere a pre-formatted template would be helpful. Templates are currently available or planned to be available for the following:

1) Workflow Triggers. When you change the status of a record, you can associate a trigger. Certain triggers like Review and Email both use Email Templates to generate their messages.

2) Send Email: When sending email through CATS, you can use Email Templates to choose from a list of canned messages and reduce typing.

3) Website Applicants: When candidates apply to positions on your website, they are automatically sent pre-defined Email Templates to serve as confirmations, password retrieval and "Send to Friend".

To manage your Email Triggers:

1) Click on the "Settings" tab.
2) Click on "Administration" (in the blue bar).
3) Click on "Email Templates".