Automated template configuration

The template configurations that are automated i.e. users will not manually generated the documents, that are not workflow related will be linked to a finance company through the Automated Template Configurations.

Note! The actual templates will contain the rules to either send to the originator or borrower or both.

To access this function navigate to the menu home pages > notifications > automated template configurations

Select the item in the list and click the edit icon in the top right-hand corner of the page.

The below page will be displayed, and you will be able to define the templates to be used.

Template for notes sent via email - When “Notes” are sent via email, the  email template defined in the automated template configuration will be used for the email.  

Template for notes sent via SMS - When “Notes” are sent via SMS, the SMS template defined in the automated template configuration will be used for the SMS.  

Disbursement email template - Finance companies can specify which email template must be used to allow emails to be sent when the funds for the drawdown i.e., payouts of a finance agreement are disbursed to the relevant parties. 

Insufficient fund direct debit template - Banking, when a direct debit is dishonoured. If a template exists against the automated template configuration, the document will be generated. 

Cancelled direct debit template - Banking, when a pending direct debit submission is cancelled, if a template exists against the automated template configuration, the document will be generated

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