How to Add Notices
Build reusable notice templates, then apply them to location and asset records for consistent, professional communication.
Before You Start
A Notice Template is a reusable message layout that can be applied later when creating notices from a location or asset record. Templates help keep communication consistent across your system and make recurring notices faster to create.
- Template Name – internal name used to identify what the template is for.
- Header – choose whether to include the Company Logo and Return Address.
- Subject – the notice subject line.
- Body – the main message content.
- Include(s) – choose whether to include Location Details, Assemblies, and / or Assets.
- Closing and Signature – the sign-off used at the end of the notice.
- Use templates for recurring communication such as annual reminders, failed test notices, repair notices, and past-due follow-up notices.
Add Notice Template
Notice templates are created from the Notice Templates tab. The template builder includes the editor on the left side and a live preview on the right side so you can see how the notice will appear as you build it.
- Open the Letters & Notice Center.
- Click the Notice Templates tab.
- Click + Add Template.
- Enter a Template Name so your team can identify what the template is used for.
- Select whether to include the Company Logo and Return Address in the header.
- Enter the Subject.
- Write the Body text for the notice.
- Select whether to include Location Details, Assemblies, and / or Assets.
- Add the Closing message and Signature.
- Review the live preview on the right side.
- Click Add Notice Template to save the template.
- The preview panel on the right updates automatically as you build the template.
- Use it to confirm the header, subject, body, and included sections look correct before saving.
- Use clear template names that match your workflow, such as Annual Reminder, Failed Test Notice, or Repair Notice.
Edit Notice Template
Editing a notice template opens the same template builder used when creating it. The existing template information is already filled in so you can update the details as needed.
- Open the Notice Templates tab.
- Find the template you want to update.
- Click Edit.
- Update the template name, subject, body, included sections, or formatting.
- Save the template.
Add a Notice to Locations & Assets
Once your notice templates are created, you can apply them directly from a location or asset record. Notices are created from the summary page of the record where the notice will be sent.
- Open a Location or Asset record.
- Click the record to open its Summary Page.
- Scroll to the Notice Summary Card.
- Click Add Notice.
- Select the Notice Template you want to use.
- Create the notice.
- The system generates the notice using the selected template.
- The contact associated with the record will receive the notice.
- The created notice will appear in the record’s Notice Summary Card and in the Letters & Notice Center.
- Build and save your common notice templates first so users can quickly select the correct template when creating notices from records.
