Customize Mart Emails

The Mart sends automated emails for the following events:

  • When you reset a password
  • When a user uses the Forgot Password option
  • When you add a server user or a Windows user
  • When you change the email address of a user

You can customize the subject and body of these emails to suit the requirements of your organization.

Follow these steps:

  1. Navigate to the Mart Portal installation directory and locate the email-templates.xml file.

    Typically, this file is available in the following location:

    C:\Program Files\erwin\Mart Portal\MartApp\config
    
  2. [Optional] Create a folder named Backup on your computer and copy the email-templates.xml file to the folder.

    You can use the file in the Backup folder to revert to the original contents.

  3. Open the email-templates.xml file using Notepad or a similar XML editor.
  4. Locate the event for which you want to customize the email.

    Events are included between the <Name> and </Name> tags, within the <template> and </template> tags.

  5. To change the subject of the email, change the text that is available between the <Subject> and </Subject> tags.
  6. To change the body of the email, change the text that is available between the <Content> and </Content> tags.

    Important! Do not change anything that includes a % or an & symbol. Modifying such predefined tokens may break the code and may disable user accounts.

  7. Save the XML file.
  8. Restart the Web server.

    The updated email template is used when the event occurs the next time.