Create SEPA notification template

1. From Communications, click Manage Communications. The Communication Categories page appears.

2. Click a category to select it, or click New Category under Tasks to create a new category.

3. From a category, click New Email or Document Template under Tasks. The Communication Template page appears.

4. On Step 1, enter the basic information for your template.

   • In the Name field, enter a unique name.

   • You can enter a description to help you identify the template.

   • To prevent other users in your organization from editing the template, select Read Only.

   • To make this template a favorite, select Favorite Communication Template. Favorite templates appear in the Favorites tile on your Home dashboard.

   • If you intend to send this communication as an email, enter a subject for the email.

   • To include a link for recipients to forward the message to a friend, select Include "Forward to a Friend" Link within. Select whether you want this link on the header or footer of the email.

   • To include a link for recipients to open the message in a web browser, select Include "View as a Web Page" Link.

   • To include links to share the communication in social media, select Include Sharing Links.

   • If you intend to print the document or create a PDF, select the page size, orientation, and margins.

5. Click Next. On Step 2, select the Documents category.

6. Select the SEPA Pre-Notification template.

7. On Step 3, edit the content of the template.

   • To edit text and image boxes, click them.

   • You can also rearrange the elements of the design. Hover over the element and click the four-way arrow to drag and drop.

   • To delete an element in the template, hover over it and click X.

   • To add a new element, select the block you want to add in the Add Block field.

   • To change the colors, click Quick Formatting.

   • To preview the text version of the template, click Text Version.

8. Click Save and to save the template.