Setting up Vendor Templates
Setting up Vendor Templates
There are email templates available for the following Vendor Insurance statuses.
Select Tools > Email Templates. If you are using universal navigation, click Associations > Correspondence Tasks > Email Templates.
In the Email Template field, scroll to the Vendor Templates section, and select a template:
Insurance Expired - Past Expiration Notice: If enabled, this notification will be sent when the insurance has been expired more than [x] days after the expiration date.
Insurance Expired Notice: If enabled, this notification will be sent on the expiration date.
Insurance Expiring Notice: If enabled, this notification will be sent [x] days before the expiration date.
Enable the above notifications by selecting System > Company Profile/Settings. If you are using universal navigation, click Settings > General > Company Profile.
Scroll to the Vendor Module—Insurance section and make the necessary selections. Notifications will be sent to the primary contact for the vendor.
