How to Add Notices

Build reusable notice templates, then apply them to location and asset records for consistent, professional communication.

Before You Start

Understand how notice templates work before creating and sending notices from location or asset records.

What a Notice Template Is

A Notice Template is a reusable message layout that can later be applied when creating notices from a location or asset record.

What You Will Set Up

You will typically define the template name, header options, subject, body content, included record details, closing, and signature.

Why Templates Matter

Templates help keep communication consistent and make recurring notices faster to create across your system.

Add Notice Template

Create a reusable template in the Letters & Notice Center so notices can be generated consistently later.

Open the Letters & Notice Center

Go to the Letters & Notice Center to manage notice templates and created notices.

Open the Notice Templates tab

Select the Notice Templates tab to view and manage your saved templates.

Start a new template

Click Add Template to open the notice template builder.

Name the template

Enter a Template Name your team will easily recognize later.

Set the header options

Choose whether to include the Company Logo and Return Address in the notice header.

Enter the subject and body

Add the Subject and write the main Body content of the notice.

Choose included record details

Select whether the notice should include Location Details, Assemblies, and/or Assets.

Add the closing and signature

Complete the template with the Closing and Signature used at the end of the notice.

Review the live preview

Use the preview panel to confirm the layout and content look correct before saving.

Save the template

Click Add Notice Template to save the new template for future use.

Edit Notice Template

Update an existing template when wording, included details, or formatting need to change.

Open Notice Templates

Go to the Notice Templates tab in the Letters & Notice Center.

Find the template you want to update

Locate the saved template that needs revisions.

Open the template in edit mode

Click Edit to reopen the template builder with the existing information filled in.

Update the template content

Revise the template name, subject, body, included sections, closing, or signature as needed.

Review and save changes

Confirm the preview looks correct, then save the updated template.

Add Notice to a Record

Apply a saved template from a location or asset record to create and send a notice in context.

Open the location or asset record

Go to the Location or Asset where the notice should be created.

Open the Summary Page

Click into the record so you are viewing its full Summary Page.

Go to the Notice Summary Card

Scroll to the Notice Summary Card within the record.

Start a new notice

Click Add Notice to begin generating a notice from the record.

Select the template

Choose the saved Notice Template you want to apply.

Create the notice

Generate the notice so it is added to the record and tracked in the Letters & Notice Center.

Manage Notices

Understand what happens after a notice is created and where to review notice activity.

Generated From the Template

The system uses the selected template and record details to generate the final notice.

Tracked in the Record

The notice will appear in the record’s Notice Summary Card so users can review it later in context.

Tracked in the Notice Center

Created notices also appear in the Letters & Notice Center for broader notice management and review.

Helpful Tip

Build your common notice templates first so users can quickly select the right template when creating notices from records.