Using the HTML editor

In the Script pane, you can view and edit an email template script using the HTML editor instead of using the plain text editor. If the email template script is displayed in plain text, you can view it in HTML by selecting View in HTML from the drop-down menu in the toolbar. For more information, see Email Templates interface definitions.
Note: You can switch between plain text and HTML editors at any time while you edit an email template.
Figure 1. HTML editor interface
  1. To edit the email template in HTML, from the toolbar click the Edit as Text button and use the drop-down menu to select Edit as HTML.
    The script pane displays the HTML editor toolbar and the email template script in editable HTML format with the HTML tags used to generate the email output.
    Note: If you click Edit as Text, the plain text editor shows the HTML tags you created using the HTML editor. To avoid unexpected errors, review the edited script in plain text mode before saving your edits.
  2. To remove your edits from an email template script, from the toolbar, click the Reset button.
    Your edited text is removed and the script changes to read-only.
  3. Click Save and Close to save your custom template.
  4. Optional: Click Create Copy to create a copy of your custom template.
    Note: The Save and Close and Create Copy buttons appear in the Visit Site Editor Email Templates tab and in the Access Request Site Email Templates tab. The Email Templates user interface is used in both the Visit Site Editor and Access Request Site Editor applications. For more information, see Visit Site Editor Email Templates tab and Access Request Site Email Templates tab.
    Note: Most email templates defined in C•CURE 9000 are written in HTML strings and are ready to use in the HTML editor. One exception to this is a subject line template. Subject line templates are used to output the subject lines of emails. They are defined in C•CURE 9000 as plain text strings and do not start with a <HTML> or <BODY> tag. If you switch from the plain text editor to the HTML editor when editing a pure text string template, a warning message displays and asks if you want to convert the string to HTML.
    • If you select No, the template editing mode stays as Edit as Text and the string is not converted to HTML.
    • If you select Yes, the template is displayed in the HTML editor, the string is converted to HTML, and HTML tags apply to the string. You can view the HTML tags by switching to Edit as Text mode.
    Figure 2. Warning message for pure text to HTML conversion