- If the drop-down is for an item that is recorded in Passportal, such as an Asset or Vendor, then the document for those must be present already for them to appear in an appropriate drop-down menu
- If the drop-down is for an item that is not a record in Passportal, then the template itself must be edited, and the Select Box element amended to include the sought after selection using the +Add new option button
The elements in the templates are detailed in Element Options.
To create an Email document:
- Navigate to Apps & Services, and click Email
- Click the + Create Email button
- The default Email template will be displayed. Enter a Title and the required details to create your document
- You can select details that you have added to Passportal by using the drop-down fields
- Click Save to finish once all relevant information has been recorded
Please see Common Functionality for further information on common template features.