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This guide explains how to configure templates for exporting HTML and filter subscriptions. These templates allow you to customize the appearance and content of exported assets.
If all HTML or Subscription templates are deleted, the system will automatically create new default templates.
Configure ‘HTML' and 'Filter Subscription’ Templates
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There can only be one active Filter Subscription template at a time |
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Navigate to Assets > Settings > Template Settings.
Click Add New Template.
Create the template:
Template Name: Assign a descriptive name for your template.
Template Type: Choose between Filter Subscription and HTML. Filter Subscription templates are specifically used for exporting asset subscriptions.
Export Style: (For Filter Subscription templates only) Choose how the exported subscriptions will be displayed:
Individual assets view: Each subscribed asset will be listed separately.
Grid view: Assets will be presented in a grid layout.
Template Category: Categories are for HTML export template option grouping.
Template Body: This is the main HTML content that will be used for the export. You can add company logos, names, images, and any other relevant HTML elements.
Insert Variable: Click this button to insert dynamic variables like "
Asset List, " "Date, " "User Key, " or "Email" into your template body.
Click Save.
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