The Templates dashboard allows you to edit the content and appearance of emails sent from the Policyholder portal. You can also edit the content and appearances of messages sent via push or in-app notifications.
Access Templates dashboard
- Log in to the Provider administrator portal.
- Select your company tile.
- Select Templates in the sidebar.
In the Templates dashboard, you can:
- Show only customized templates.
- Customize a template.
- View templates help.
- Filter templates by search.
- Filter templates by language.
The Templates dashboard contains different types of email alerts.
Table 1 summarizes the templates available, their names, and descriptions.
Table 1: Templates descriptions.
| TEMPLATE NAME | DESCRIPTION |
| Auto Enrollment Email | This template is used to send an email to insureds who have been auto enrolled in BriteApps. |
| Autopayment Credit Card Expiration | Sends a message to an enrolled user when the credit card being used for autopay is about to expire. |
| Confirmation of Email Change | Sends a message to the enrolled user to confirm their email address when they replace or add it. |
| Confirmation of Email Change using Code | This template is used to send a message to the enrolled user to confirm their email address when they replace or add it. |
| EDelivery BriteCore Note Content | Creates a note in BriteCore whenever documents/forms are eDelivered. |
| EDelivery Multiple Document Message | Sends a message to an enrolled user when they have multiple documents or forms available for viewing via eDelivery. |
| EDelivery Single Document Message | Sends a message to an enrolled user when they have a single document available for viewing via E-Delivery. |
| Email confirmation template | Used in the email confirmation process. This template should not be edited. |
| Email Footer | The HTML used to structure the footer of all generated emails. Only the HTML part of this template is used. |
| Email Template | The HTML used to structure all generated emails. Only the HTML part of this template is used. |
| Enrollment email confirmation using Code | This template is used to send a message to the non-enrolled user on enrollment final step to confirm email address. |
| Generic Message | A generic template that can be used for any message. Includes text only. |
| Insured Portal Recovery Code | Sends a message to the enrolled user when they request a recovery code during a password reset. |
| Notification of Autopay Change | Sends a message to Agent/Agency/Carrier staff when an insured enables/disables autopay. |
| Notification of Email Change | Sends a message to Agent/Agency/Carrier staff when an insured adds or changes their email address. |
| Notification of Email Change | Sends a message to the user when they replace or add an email address. |
| Notification of File Upload | Sends a message to Agent/Agency/Carrier staff when an insured uploads a file. |
| Notification of Mailing Address Change | Sends a message to Agent/Agency/Carrier staff when an insured changes their mailing address. |
| Notification of New Claim | Sends a message to Agent/Agency/Carrier staff when an insured turns submitted a new claim. |
| Notification of Payment Plan Change | Sends a message to Agent/Agency/Carrier staff when an insured changes a payment plan. |
| Notification of Phone Number Change | Sends a message to Agent/Agency/Carrier staff when an insured adds or changes a phone number. |
| Notification of Property Photo Upload | Sends a message to Agent/Agency/Carrier staff when an insured uploads a new property photo. |
| Payment Email Template | This template is used to create an email when a payment is made. |
| Report about delivered E-Deliverables | This template is used to create report email with xls attachment which informs about delivered E-deliverables. |
| Report about pending E-Deliverables | This template is used to create report email with xls attachment which informs about pending E-deliverables. |
| Send Portal Code | Sends a message to the enrolling user when they request a portal code. |
| Thanks for Enrollment | Sends a message to a newly enrolled user to welcome them. The message might require them to confirm their email. |