Email Templates

All email notifications generated by Policy Center are based on customizable HTML templates that include variables for policy-related information.

Notification Type	Description	Recipients
Conflict Notification Template	Alerts the risk team that one or more users are present on both sides of the competitive policy.	Risk Team
Draft Policy Template	Alerts the requester of a new draft policy that it has been created and is ready for review.	Policy Owner
Edit Competitive Policy Template For Policy Owner	Alerts the owner of a competitive policy that a user has modified it.	Policy Owner
New Competitive Policy Template For Policy Owner	Alerts the requester of a competitive policy that the policy has been created and is ready for review.	Policy Owner
New Policy Template For Policy Owner	Alerts the requester of an inclusion/exclusion policy that the policy has been created and is ready for review.	Policy Owner
Notify Competitive Wall Template	Requests acknowledgment from users who have been denied access to client/matters via a competitive policy.	Access Users
Notify Exclusion Users Template	Provides users who have explicit access to client/matters secured by an exclusion policy with a list of users and groups that have been excluded via the policy.	Excluded Users
Notify Team Template	Requests acknowledgment from a user granted access to client/matters secured by an inclusion policy.	Access Users
Notify Wall Template	Requests acknowledgment from a user denied access to client/matters secured by an exclusion policy.	Excluded Users
Recurrence Notify Exclusion Template	Periodically requests acknowledgment from a user denied access to client/matters secured by an exclusion policy.	Excluded Users
Recurrence Notify Team Template	Periodically requests acknowledgment from a user granted access to client/matters secured by an inclusion policy.	Access Users
Security Breach Notification Template	Alerts the risk team that a user has been added to or removed from the security of a document secured by a policy. To enable this notification, you must configure the enable-policy-breach-notification application setting.	Risk Team
Update Policy Template For Policy Owner	Alerts the owner of an inclusion/exclusion policy that a user has modified it.	Policy Owner

Creating and Editing Notification Templates

Depending on your needs, you can either edit the default email templates or create new ones for the various notification types.

• To create a new template, click Create Email Template at the top of the page.
• To modify an existing template, click the corresponding Edit icon in the Manage Email Templates list.

Create/Edit Email Template

Field	Description
Template Name	The name of the template.
Description	A short description of the template.
Template Type	The notification type with which the template can be used.
Template Variables	A drop-down menu listing the Template Variables that can be used with the selected Template Type.
Subject	The notification's subject field.
Body	The message body of the notification.

Email Template Variables

All Policy Types

Variable	Replaced With
[ClientMatter] [ClientMatterList]	Client/matters in the policy
[CreatedDate]	Date on which the policy was created
[CurrentUser] [CreatedBy]	User who created the policy
[Description]	The description of the policy
[EditPolicyLink]	A link to the edit page for the policy
[PolicyComments]	Comments associated with the policy
[PolicyDetailHtml]	HTML for reoccurring notifications
[PolicyId]	Policy ID
[PolicyOwner]	User who is the owner of the policy
[PolicyRequestedBy] [RequestedBy]	User who requested the policy
[PolicySelfService]	Self-service type of the policy
[PolicySourceSystem]	Name of service that changed the policy (PolicyCenterUI, AttorneySecretaryService, PolicyRuleService, etc.)
[PolicyStatus]	Current status of the policy (Active, Inactive, Draft)
[PolicyType]	The policy’s type (Inclusion, Exclusion, Contractor, or Competitive)
[PolicyUpdatedBy]	User who updated the policy
[ReceiverEmail]	Email address of the notification recipient
[ReceiverName]	Name of the notification recipient
[RemovedClientMatter] [RemovedClientMatterList]	Client/matters removed from the policy; for competitive policies, these correspond to side A.
[SendAcknowledgmentLink]	An acknowledgment button, which the recipient can click to automatically acknowledge the notification

Competitive Policies

Variable	Replaced With
[AddedCompetitiveFirstSideUsers]	Users added to side A of the policy
[AddedCompetitiveSecondSideUsers]	Users added to side B of the policy
[FirstSideClientMatterList]	Client/matters added to side A of the policy
[SecondSideClientMatterList]	Client/matters added to side B of the policy
[AddedImmumeListUsers]	Users added to the immune list
[CompetitiveClientMatter]	Client/matters from side B of the policy
[RemovedCompetitiveClientMatter]	Client/matters removed from side B of the policy
[RemovedCompetitiveFirstSideUsers]	Users removed from side A of the policy
[RemovedCompetitiveSecondSideUsers]	Users removed from side B of the policy
[RemovedImmumeListUsers]	Users removed from the immune list

Inclusion, Exclusion, and Contractor Policies

Variable	Replaced With
[MatterTeamUsers]	List of users who are members of the matter team
[RemovedUserList]	List of users removed from the policy
[UserList]	List of users in the policy