Sovos Docs

Create email templates

Follow these steps to set up custom email templates in the ViewMyForms portal.

  • Create public links for the company's logo images. Google Drive, Imgur, and Dropbox all offer image hosting and public link creation.
    • The logo image that will appear on the portal's Login page must be an SVG file.

    • The logo image that will appear in the email header must be a PNG file.

  1. Go to ViewMyForms > Email Templates.
  2. Click Create email template.
  3. Create a template for all payers or for a specific payer.
    • To create a default template for all payers, leave the Use template for all payers checkbox selected.
    • To create a template for a specific payer, uncheck the Use template for all payers checkbox. Then click into the Payer ID field and search for a specific payer by Payer ID. Enter at least three characters to search.
  4. Enter the client's name in the Client name field.
  5. Enter the public URLs for the company's logo images in the Client logo URL and Email image URL fields. Then click Check logo and Check image to verify that the logo images are displaying correctly.
    Note:
    • The client logo image will appear on the portal's Login page and must be an SVG file.

    • The email image will appear in the email header and must be a PNG file.

  6. Enter the client's contact information in the Email, Phone, and Support URL fields.
  7. Click Create.