The Email Body section allows administrators to define the content that is included in the email template. Within this section, administrators are able to configure the following attributes:

Administrators can configure a default header and footer to automatically appear in emails within the Email Settings tab in System Management > Modules > Collection. If a header and/or footer is set within the Design tab, it automatically overwrites the default header and footer configured by the administrator.

The left panel of the design tab enables administrators to easily insert fields and/or grids into an email template. This functionality provides the ability to automatically populate and/or calculate data from Temenos Infinity when the email is generated. 

The following actions can be performed within the top toolbar:

Button	Description
	Enables administrators to insert a field or grid into the email template.
	Enables administrators to modify the properties of a grid that has been added to the email template. This tab is only enabled when a grid is selected within the Grids tab.  This button only provides the ability to edit a grid that has appears in the email template. If the grid in context has not been added to the email template, a message appears upon clicking this button to inform that the selected grid does not exist in the email.

Fields Tab

The Fields tab displays a list of the fields that are available to add to an email, grouped into the following folders:

For details on when Account > Persons fields or Person fields should be used, please see the Letters and Forms: Person vs. Account > Person Fields example in this guide.

Folder Name	Description
Account	Contains all of the fields associated to the account. The Account folder contains the Primary and Secondary folders. Select fields from these folders if more than one person is being added to the email.
Workflow	Contains all of the fields customized in the Configure Fields tab when building a workflow.
Person	Contains all of the fields associated to the person.
Case	Contains all of the fields that are associated to a case, including Case Custom fields.
Repayment Plan	Contains all of the fields associated to a repayment plan. The Repayment Plan folder is only available when creating a template for an email with a Recipient Type of Repayment Roles. The Repayment Plan folder contains the following sub-folders: Custom - includes all of the Repayment Plan and Garnishment custom fields configured in System Management > Custom Fields. Garnishment - includes all of the fields associated with a Garnishment. If Garnishment fields are configured to appear in an email, but no Garnishments are related to the repayment plan associated with the email, a blank value displays for the Garnishment fields when the email is generated.
Account - Promise Fields	Contains the fields relative to promise amounts, such as First Promise amount, last promise amount, etc. Use Total Promise Amount to display the total amount promised for that account.
Account - Payment Fields	Contains the fields associated to payments such as payment amount, payment date, transfer source account, and transfer destination account.
End User Fields	Contains all of the fields that can be used in relation to the user. Use these fields to sign an email with institutions employees contact information.
Date Fields	Contains Current Date Fields. These fields are used when the current date or a current day plus a designated amount of days date range needs to be added.
Email Recipient Fields	These fields are used to populate the Contacts information. This folder contains two fields: Recipient First Name and Recipient Last Name.

Grids Tab 

Grids can be used to present a variety of information in an easy-to-read table format within an email.

When the Recipient type is set to Repayment Roles, additional grids are available to capture and display pertinent repayment plan information and the Grids tab appears as follows:

The table below provides an overview of each grid that is available to add to an email along with a description of the grid and example of the default properties that are set for each grid within the Grid configuration window:

Grid Name	Description	Default Grid Properties
DQ Fields	This grid contains account related delinquency information such as Balance, DQ Amount, Due Date, etc.
Vehicle Fields	This grid contains vehicle collateral information such as Make, Model, VIN, etc. Temenos Infinity supports multiple pieces of Collateral. This allows the institution to place multiple collateral in an email within a grid. These fields are not available in the field tree.
Real Estate Fields	This grid contains real estate fields such as address, description, Parcel Number, and Property type description. These fields are not available in the field tree.
Promise to Pay Fields	This grid provides pertinent information regarding an account holder's promise to pay information.
Most Recent Credit Risk Factors	This grid displays any credit report risk factors associated to a person when a credit report is generated.
Recovery Balance Fields	This grid displays a list of the recovery balances for a repayment plan and its associated recovery accounts in order to outline the current balances for an account.
Scheduled Payment Fields	This grid displays a list of the scheduled payments that are associated with a repayment plan in chronological order by payment date.  While the option to total the Remaining Balance column is available, it is recommended to NOT select the Total option for the Remaining Balance as the value that renders is not an accurate calculation of the account's original recovery balance.
Account Activity Fields	This grid displays a breakdown of the transactions that occurred since the Repayment Plan Last Statement Date. When rendered, this grid displays transactions in chronological order by Posting Date. In order for data to accurately populate in this grid, the Repayment Plan Last Statement Date must be set for the repayment plan. To set the value of the Repayment Plan Last Statement Date prior to email generation, it is recommended to configure the Last Statement Date field to appear on a Repayment Plan screen in order to be manually set or configure a workflow step, such as the Change Field step, to appear before the Send Email step in the workflow to automatically set the value of the field. For more information on the Change Field workflow step, please see the Change Field Workflow Step topic in this guide. The Transaction Amount field displays either a positive or negative amount based on whether the transaction is a credit or debit. Negative amounts are surrounded by parenthesis when the grid renders.
Complete Account Activity Fields	This grid displays a breakdown of all transactions that occurred since the repayment plan was created. This grid includes the same fields as the Account Activity grid; however, the time frame of the transactions that are included in this grid differs as it includes entries both before and after the Repayment Plan Last Statement Date. When rendered, this grid displays transactions in chronological order by Posting Date.
Transaction Allocation Fields	This grid displays a list of all transactions that occurred since the Repayment Plan Last Statement Date with a breakdown of how each transaction was allocated to Principal, Interest, and Reimbursable Expenses. When rendered, this grid displays transactions in chronological order by Posting Date. In order for data to accurately populate in this grid, the Repayment Plan Last Statement Date must be set for the repayment plan. To set the value of the Repayment Plan Last Statement Date prior to email generation, it is recommended to configure the Last Statement Date field to appear on a Repayment Plan screen in order to be manually set or configure a workflow step, such as the Change Field step, to appear before the Send Email step in the workflow to automatically set the value of the field. For more information on the Change Field workflow step, please see the Change Field Workflow Step topic in this guide.

The Preview section enables the ability to review an email template before it is created. For emails with Account or Contact recipients, administrators are able to enter an account number, case number, or SSN/TIN to generate the email and automatically populate information specific to the account, case, or person.

When creating a template for an email with Repayment Plan recipients, administrators are able to enter the account number associated with a repayment plan, as well as identify the type of repayment plan used to generate the email and automatically populate information specific to the repayment plan.

For more information on this functionality, please see the Previewing an Email section in this topic.

To add fields from the Fields tab:

• Search for the desired field by expanding each folder and sub-folder in the Field Tree or entering the field name within the filter box that appears in the top of the Fields tab.

  When configuring an email for account or contact recipients, use Person fields rather than Primary or Secondary fields to ensure the email is sent to every person related to the account.

  At least one repayment plan field must be added to a repayment plan email or an error message is received when trying to save the email template.

• Select the desired field and the click within the Body section to identify the location for where it should be inserted.
• Once the location in the email body is determined, double-click the field within the Fields tab or click  in the top toolbar to add the field to the email.
• Repeat the process for each desired field.
• Once added, each field populates in the Word document as shown in the below example:

When all fields have been added, insert a grid from the Grids tab or navigate to the Preview section to review the email template.

To add a grid:

• Select the desired grid within the Grids tab and click .               

  While multiple grids can be added to an email, the same grid can only be configured to appear in an email once.

• A window opens to configure the grid and field properties.

  The fields that appear in each window are determined by the grid selected. Some of the fields displayed in these grids are not available in the field tree. The following example is for the Promise Payment Fields grid. Please see Grids Tab within the Fields/Grids section in this topic for an overview of each grid and the default settings that appear within the configuration window.

   

• Within the Grid Properties section, determine if a table border should display for the grid by selecting the Show Table Border check box. When this check box is selected, a border appears around the grid when the email is generated.
• Within the Field Properties section, define the properties to appear for each field when the email is generated.
  • The Field and Long Display columns list the name and location of the field in Temenos Infinity. These columns are not editable.
  • In the Custom Labels column, define the label to appear for each field in the email.
  • Once the custom labels are defined, determine the width for each individual column and identify if columns should have left, center or right justification.
  • Select or deselect check boxes within the Display column to determine whether or not a field appears in the email. When the Display check box is selected, the column populates in the grid when the email is generated.

    If monetary Amount fields are configured to appear within the email, the values are rounded using the standard rounding method and are displayed with two decimal places when the email is generated.

  • A check box displays in the Total column for each amount field that appears in the grid. Select the check box in the Total column to display a total calculation of each value of the field in the email.
  • By default, all fields are listed alphabetically within the Letter/Email grid; however, the order of the fields can be modified by dragging and dropping the fields into the desired grid location.
• When all grid and field properties have been defined, click  to return to the Design tab.
• The grid is added to the Body of the email as shown below:

Once a grid has been added, the field and grid properties can be modified by selecting the grid name within the Grids tab and clicking .

After the email text has been defined and all desired fields/grids have been added, navigate to the Preview section to view how the email appears when generated.

Within this section, enter the following information to preview an email for account or cContact recipients:

When creating an email template for a repayment plan, complete the following information to generate the email for a specific repayment plan:

Once all Preview parameters have been defined, click  to generate the email.

If the account number used for the preview is not associated with a repayment plan, an error message is received upon clicking  to inform that no repayment plans are associated with the identified account.

Information populates within each field configured to appear in the email template as shown below: