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.

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