Click in the Menu bar on Management. Then, click on E-mail Templates.
You enter a screen with a list of statuses.
Select a status from the list for which you want to define the e-mail templates.
Send e-mail at status transition
You check this field when you want to send the e-mail at the status transition.
Ask for confirmation for sending
Check this field when you want to ask for confirmation before sending.
Send e-mail for the following roles
Select one or more roles from the list.
E-mail subject
Leave the subject empty to use the standard layout or use a self-made layout with help of the merging fields.
Click on Save to save the e-mail template.
Click on Back to cancel.
In case it is indicated that the e-mail is sent at the status transition, you receive the status transition per mail.