By clicking on the gear icon in the upper right of the SFP Pane, you can customize the content of emails sent from SFP and Guest Exchange.


After clicking on the gear icon, click on the Email tab. Click any of the Edit buttons in the SecureFilePro dialog box to edit that services default email content.




SFP


In the SFP section, you can alter the content of emails sent from SFP.

    • New Client
    • Existing Client
    • Organizer Instructions


Guest Exchange

There is only a single email available to customize in the Guest Exchange section.


Customize Emails

For all tabs, the procedure is the same to customize the content of emails.

    • From the drop list, select the email to be customized (Guest Exchange has only one email available).
      • A description of the default content will appear below the drop list.
    • Click Edit.
    • Two sections will appear.
      • The content window.
        • In the content window, enter or delete any content you'd like to include or remove.
      • The toolbar.
        • The function of each element of the formatting ribbon is available by hovering over the element and allowing the tooltip to appear.



        • The function of each element of the bottom buttons is
          • View Html - Allows the user to see the HTML code of the email.
          • Edit HTML - Allows the user to alter the HTML code of the email.
          • Save - Saves the current entry in the content window as the default email.
          • Reset - Reverts the content in the content window to the original default email.
          • Cancel - Cancels all changes made in the content window and returns the user to the Email tab of the SecureFilePro Settings dialog box.


Customize Email Footer

You can change the footer of all emails at once in the Email Footer section.

    • Click Edit.
    • Enter or delete any content you'd like to include or remove.
    • Click Save.