> For the complete documentation index, see [llms.txt](https://docs.docontrol.io/docontrol-user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docontrol.io/docontrol-user-guide/system-management/settings/email-templates.md).

# Email templates

To convey your company brand, you can [create customized email templates](#create-email-template) with your organization's logo, formatting and boilerplate text.&#x20;

DoControl also provides default options for [formatting templates](#format-email-template).

You can use customized email templates as part of a workflow for these actions:

* [Approval](/docontrol-user-guide/workflows/define-workflow-settings/action-settings/decide/approval.md)
* [Decision](/docontrol-user-guide/workflows/define-workflow-settings/action-settings/decide.md)
* [Notify by email ](/docontrol-user-guide/workflows/define-workflow-settings/action-settings/notify.md#notify-by-email)

{% hint style="warning" %}
You need **Admin** permission to create and edit email templates.
{% endhint %}

When adding an email **Approval**, **Decision**, or **Notify** **by email** step, you only need to select the predefined email template. All the content and formatting is automatically included in the email, which you can further modify if necessary.

<figure><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2F6PvlCiyxsvkUjDcIMc1l%2FEmail%20templates.gif?alt=media&amp;token=842308bb-ff88-44ea-ae16-a9ec5a974f96" alt=""><figcaption><p>Customize email templates with your company branding and formatting</p></figcaption></figure>

## Create email template

{% hint style="info" %}

* If you don't create any customized email templates, the default template is used.
* You can create up to 20 email templates.
  {% endhint %}

1. From the top-right corner in any screen, select **Settings > Workflows > Email templates**.
2. Give your template a name, and type the body text.
3. Define the [formatting options](#format-email-template) for your email template.&#x20;
4. Click **Save**. Your template appears in the template list on the left. \
   When you define a workflow with an Approve or Notify step by email, clicking the **Templates** link will display your email templates.
5. To edit an existing template, select any predefined template from the list.
6. To clear all fields and start a new template, click **Create new template**.

<figure><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FVVfL9tqWcbfFkosXYjpn%2Femail%20template.png?alt=media&amp;token=8aa39bc8-3f8a-4196-927b-c9739e0d85bd" alt=""><figcaption></figcaption></figure>

## Format email template

DoControl provides [default formatting options](#default-formatting-options) for email templates.

{% hint style="success" %}
In addition to formatting options, you can insert any HTML tag in an email template.
{% endhint %}

### Default formatting options

<table><thead><tr><th width="94">Icon</th><th width="222">Email formatting option</th><th>Description</th></tr></thead><tbody><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FzzmjoZaLzHkFDwN5eLB9%2Femail_bold.png?alt=media&amp;token=4cbae486-8609-47a3-8dc5-2440762af6b6" alt="" data-size="line"></td><td>Bold</td><td>Applies bolded font to selected text.</td></tr><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2Fk0CknDtlsuDiHzFoHMQm%2Femail_italic.png?alt=media&amp;token=7eebfbaa-8497-436a-b241-febfc765c26a" alt="" data-size="line"></td><td>Italics</td><td>Applies italicized font to selected text.</td></tr><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FDcwjd35xVDbayCuyTzLD%2Femail_strikethrough.png?alt=media&amp;token=5c16923d-c772-4e8a-abf5-54ca35e35b9d" alt="" data-size="line"></td><td>Strikethrough</td><td>Crosses out the selected text.</td></tr><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FjePib9LHSp99Xw0pZ1Ob%2Femail_paragraph.png?alt=media&amp;token=1883ee9c-63e1-46d9-a349-10638090ffde" alt="" data-size="line"></td><td>Paragraph</td><td>Applies paragraph style to selected text.</td></tr><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FwJ1LmkwK5nnDMJjWMfnX%2Femail_H1.png?alt=media&amp;token=da311691-669e-40d3-909b-28a06803977d" alt="" data-size="line"></td><td>Heading 1</td><td>Applies first-level heading style to selected text.</td></tr><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FSLbd7RqugniCewutsXm3%2Femail_H2.png?alt=media&amp;token=99ce5c57-6da0-463d-833e-c4df2e96189a" alt="" data-size="line"></td><td>Heading 2</td><td>Applies second-level heading style to selected text.</td></tr><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FZR1A1Bo5NlYvxDbeoRW9%2Femail_code.png?alt=media&amp;token=90298858-cec6-43ec-89f2-7adf63b0efb4" alt="" data-size="line"></td><td>Code</td><td>Applies code style to selected text.</td></tr><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FKXdxfeL3sG4XtSnK0RVJ%2Femail_code_block.png?alt=media&amp;token=a0b4a2af-33ea-4e21-8ba4-cb5f94fa91c6" alt="" data-size="line"></td><td>Code block</td><td>Applies code block style to selected text.</td></tr><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FM3t4xBHeZytS9bPKwjNy%2Femail_quote.png?alt=media&amp;token=61a385b5-c965-46ce-91fb-1eb4a2fa280f" alt="" data-size="line"></td><td>Quote</td><td>Applies block quote to selected text.</td></tr><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FlrHTUBf030M2Htyr45GS%2Femail_bullets.png?alt=media&amp;token=e49d7b5e-36fd-471c-9624-8008981a0359" alt="" data-size="line"></td><td>Bulleted list</td><td>Applies bullets to an unordered list.</td></tr><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FfWpdHrZAvy4kW9kSRbFV%2Femail_numbers.png?alt=media&amp;token=5e46c3cd-dd85-4d40-abf7-9ccd231e80eb" alt="" data-size="line"></td><td>Ordered list</td><td>Applies numbering to an ordered list.</td></tr><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2Fq77Uh1T8az69Zs445IgU%2Femail_line_break.png?alt=media&amp;token=51065810-3d95-48fd-858c-547d55223d79" alt="" data-size="line"></td><td>Line break</td><td>Splits a long line into two lines.</td></tr><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FoW2qSZBOCM0WgL8MKQET%2Femail_rule.png?alt=media&amp;token=12b1a734-c097-4e0d-883f-be77677c0f2e" alt="" data-size="line"></td><td>Horizontal rule</td><td>Inserts a horizontal divider between sections.</td></tr><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2F4WETLuAEABx2KCiDEWwx%2Femail_clear_format.png?alt=media&amp;token=a86b68b2-41a1-4025-b450-77660386a0d3" alt="" data-size="line"></td><td>Clear format</td><td>Removes all applied formatting.</td></tr><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2F0s3C3Z3rBnAhBWYCJOnA%2Femail_insert_image.png?alt=media&amp;token=73c8bf9c-7848-4ba6-bc66-af7106076cc2" alt="" data-size="line"></td><td>Insert image</td><td>Uploads an image file. You can modify the zoom level and size of the image as you upload it.</td></tr><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2F768EF4y88mZnGHJ8Y5xl%2Femail_undo.png?alt=media&amp;token=c5aa6d8e-b1e0-41df-ba66-df76ea54ec32" alt="" data-size="line"></td><td>Undo</td><td>Removes previously applied formatting.</td></tr><tr><td><img src="https://3236294211-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MesrnyDMZGYg1V-tOBo%2Fuploads%2FAawyNgNsnALjSVSu9n3U%2Femail_redo.png?alt=media&amp;token=4606671d-942b-41bb-b4da-dd6666ec9b41" alt="" data-size="line"></td><td>Redo</td><td>Re-applies last formatting that was removed.</td></tr></tbody></table>


---

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