Email & Ticket Note Templates Email placeholders include {TopNReportLink} and {ReportsFolderLink} - values come from Deliverables after you paste Explorer share links.
Edit the client email and ticket notes used on Deliverables.
Placeholder list
{Year}, {Quarter}, {Greeting} (morning/afternoon/evening),
{ContactFirstName} (Manage on Deliverables), {TopNLabel},
{TopNReportLink} and {ReportsFolderLink} (paste share links on Deliverables after export),
{SchedulingLink} (Settings default or Deliverables override),
{NoteText}, {PreparedBy}, {ReportStepLine}.
Email template - RMIT / CMIT
Hourly-billing clients: default note requires approval before remediation begins.