About notification templates

You can configure Visma Net to automatically send template-based emails to users on different occasions.
For example: A new user may receive an email with the user credentials to be used to access the system, or a user can receive a notification that a document has been approved and needs further processing.
Also, you can use template-based emails in mass mailings.
For an example of a notification template for notifications on changes in case contents made through Self-service portal, see: Add a notification template for changes in case contents.

In addition to the standard set of templates that comes with Visma Net, you can create new templates for notifications or emails by using the Notification templates (SM204003) window.
In the Email preferences (SM204001) window, you can set the default templates for welcoming new users and for helping users with login and password recovery.

Any template that you want to use as a user welcome template must have four place-holders set up in the following order: ((Company)), ((Name)), ((Username)), and ((Password)). To see an example, view the User welcome notification template, which is the default template to welcome new users to Visma Net, in the Notification templates (SM204003) window.

Add a notification template for changes in case contents