Customizing Emails

Click here if you have the New UI option enabled

Users with appropriate permissions can customize the emails that are sent by DataShare. 

The DataShare email defaults are used for all new DataShare Clients.

Within the Admin tab of the DataShare Portal select the Emails option to view the list of notification templates that are used to create the emails sent by DataShare.

Each notification template can be previewed and edited individually.

Clicking on the preview symbol will display how the notification will look when created by DataShare.

The notifications include special variable fields that are substituted with real data when the notification is created by DataShare when needed. In the example below you will see the variables ${user.firstName} ${user.lastName} are used to populate the first and last names of the user who will receive the notification. By using the variable fields available you can construct complex and personalised notifications.

Clicking on the edit symbol will display the notification builder that will allow you to enter new text for the notification and incorporate DataShare variable fields and special formatting using the notification editor.

The notification editor is shown at the top of the screen with a live preview of how the notification will be displayed to the user shown at the bottom of the screen.

You can edit the notification and change formats using the format bar shown in the ribbon at the top of the editor screen. (Note the editor ribbon is not shown when editing an email Subject template, all subject fields use plain text).

When you have finished editing be sure to click 'SAVE' to ensure your changes are saved.

You will need to change the notifications in all languages that you have selected as available for your DataShare Portal. All users will see the new string values the next time they log into DataShare.

New UI

Users with appropriate permissions can customize the emails that are sent by DataShare. 

The DataShare email defaults are used for all new DataShare Clients.

To access the Emails settings, select your user account at the top right hand-side and click on Settings. 

Under Portal Settings, select the Emails option to view the list of notification templates that are used to create the emails sent by DataShare.

Each notification template can be previewed and edited individually.

Preview

Clicking on the preview symbol will display how the notification will look when created by DataShare.

The notifications include special variable fields that are substituted with real data when the notification is created by DataShare when needed. In the example, below you will see the variables ${user.firstName} ${user.lastName} are used to populate the first and last names of the user who will receive the notification. By using the variable fields available you can construct complex and personalised notifications.

Edit

Clicking on the edit symbol will display the notification builder that will allow you to enter new text for the notification and incorporate DataShare variable fields and special formatting using the notification editor.

The notification editor is shown at the top of the screen with a live preview of how the notification will be displayed to the user shown at the bottom of the screen.

You can edit the notification and change formats using the format bar shown in the ribbon at the top of the editor screen. (Note the editor ribbon is not shown when editing an email Subject template, all subject fields use plain text).

When you have finished editing be sure to click 'SAVE' to ensure your changes are saved.