Customizing the Email Template

As an administrator, you can open the mailtemplate.oft file in Outlook 2013 or 2016 and make the desired changes to the file to customize the email template. You can create different templates for each server.

After you modify the file, upload it to the iManage Control Center. All client machines automatically download the latest template file from the server and it is copied to the %AppData%\Roaming\iManage\Work\Templates\<server name> folder.

The following are the properties that you can use to customize the email template:

1. "{{ "
   Starting of the parsing indicator.

2. " }}"
   Ending of the parsing indicator.

3. {{ repeat_start }} ... {{ repeat_end }}
   Enables you to display information about one or more attachment. Anything listed in between can be repeated per attachment. {{ repeat_start }} indicates where the information should be redisplay for the next attachment, if more than one attachment (link) is included. {{ repeat_end }} indicates where the repeat display should end.

4. "{{ link_start }}"
   Hyperlink starts.

5. "{{ link_end }}"
   Hyperlink ends.

6. "{{ office.document_type }}"
   Microsoft document type: For example, document, workbook, presentation, and so on.

7. {{ user.xxx }}
   Can be any user property. For example, {{ user.email }}
   The list of the available user properties currently supported are:

   • "full_name"

   • "email"

   • "user_domain"

   • "id"

   • "location"

   • "phone"

   • "preferred_database"

8. {{ document.xxx }}
   Can be any document properties. For example, {{ document.name }}
   The list of the available document properties currently supported are:

   • "name"

   • "extension"

   • "author"

   • "database"

   • "default_security"

   • "custom1"

   • "custom2"

   • "document_number" or "docnum" or "number"

   • "version"

   • "size"

   • "file_create_date"

   • "file_edit_date"

   • "create_date"

   • "edit_date"

   • "custom3" to "custom31"

   • "class"

   • "subclass"

   • "type"

   • "author_description"

   • "operator"

   • "operator_description"

9. {{ mail_message }}
   A string from the resource file. For example, "See attached file, plus link in body."

When you make the changes to the template, select File > Save As . From the Save as type format drop-down list, select Outlook Template and select Save .