Format an E-mail for a One-Step Action

Format an email for the Send an E-mail action when using a One-Step Action.

There are several ways to access email templates within One-Step Actions in CSM. These include:

• Define a Send an E-mail Action.
• Define an Approval Email.
• Action Block Email Templates.

To format an email for a One-Step Action:

1. Place your cursor in the body of the email and then select the magnifying glass icon as shown below:
   The window for email formatting opens:

   

2. Choose from the formatting options in the drop-down menus or by using the toolbar icons.

   Menu	Options
   File	Save and Close options.
   Edit	Undo, Redo, Cut, Copy, Paste, Paste Special, Edit Picture, Select All
   View	Switch Status Bar on/off, switch Paragraph Markers on/off, Zoom
   Insert	Embed Picture, Link Picture, Insert Current Date and Time, Insert a Non-Breaking Space
   Font	Bold, Underline, Italic, Superscript, Subscript, Strike through. Also choose Fonts, Text Color and Background Color.
   Paragraph	Paragraph Alignment, Indenting, Spacing, Background Color, Bullets, Numbering and Increase/Decrease of Indents.
   Table	Insert Table, insert Rows and Columns, Merge/Split/Delete Cells, change Row Alignment and Height, toggle Header Attribute for current table row. Also manage cell properties such as Width, Border Width, Border Color, Shading, Color and Vertical Alignment. Select Current column, Show Gridlines
   Other	Search within the file; Replace something; Jump to a line number, Snap to Grid

3. Select Save.