Message Templates

Message Templates are likely pre-defined text formats that streamline communication within the Eccentex DCM platform. They could help ensure consistent messaging and save time when composing communications.

Message Templates provide a framework for communications, including predefined sections for greetings, introductions, body text, and closing remarks. The templates might include placeholders for specific information, such as the recipient's name, case details, or deadlines. When the message is sent, these placeholders will be automatically filled with relevant data.

Message Templates could help enforce consistent communication standards across users and cases.

Steps

1. On the top right, navigate to 

   

    → <<your solution>>
2. On the left, navigate to 

   

    → Setup
3. Navigate to History Templates → Message Templates (1).
   

   

4. Click on the green plus button (

   

   ) to add a New Message (2).
5. Insert the Name for the Message Template. In our example, ‘CaseRoutedMsg’.
6. Select the Type of the message from the dropdown list. The Type indicates what triggers the message to be saved on the History log. The types are also code colored; for example, the Error type is Red-colored.
7. Enter the message Template text and inserting placeholders if needed. In our example, we inserted two placeholders: @CasePrevMilestone@ and @CaseMilestone@.
8. Insert a brief Description of the template.
   

   

   
   
9. Save it when done.

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