Create new template
Pressing the button a modal window opens, allowing the creation of a new template. The modal screen consists of two tabs: detail and preview. Detail: Tab where the template is configured, with the following data Template type, identifier, content and variables (system and user). Preview: Tab where the user checks if the configuration is correct, before sending the template for approval. It is necessary to save the template data before going to the preview tab.
 
Template Type : This selection field allows the user to select the type of template, this type informs about the use that will be given to the email generated with the template. The types of templates that a user can select are the following:
SignatureRequest (SignatureRequest): For signature request emails sent to EviSign signers. Final Notification (FInalNotification): For final notification emails sent to signatories of an EviSign. Progress (Progress): For email communications that inform the signer and sender about the progress of an EviSign (Rejections, Signatures, Expirations). SignatureReminder (SignatureReminder): For signature reminder emails. Notification Template (NotificationTemplate): To customize EviNotice notification e-mails
Template identifier: This field allows the user to set an identifier to the template, this identifier is necessary to inform to make use of the template, for a site there cannot be two equal identifiers. Template content: This field is where the user will create the communication template, this template will be defined with HTML, and may include Liquid programming language content. Variables: The content of templates can contain variables, which during output can be reported by assigning them a value. There are two types of variables
Environment variables: These are variables that are currently used by the environment to compose a template, these variables contain specific data of the issued evidence. See more details of this type of variables in the section "Template variables". User variables: These variables are created by the user when creating the template. They are used within the template content to report data that system variables can report.
Once the user has selected the type of template, entered an identifier, configured the content of the template with the appropriate variables, the result can be previewed by pressing the save button.  . In the preview screen, a Grid will appear, with the mandatory system variables for that type of template and the user variables that have been previously configured. Next to these variables a text box allows you to edit values to see how the result would look like when rendering the template. To view the template, the user must click on the preview button.  . At this point the system will render the HTML of the content, replace the variables with the test values and display it on the screen. 
At this point the user can decide whether to make any further modifications to the template or "Request Approval". Pressing the button  a validation process starts in which there will be an automatic validation and a manual validation. Automatic validation: The system checks that the content of the template is correctly configured, that the mandatory system variables have been used for that type of template, and that no non-allowed components are being used (see restricted components). Manual validation: Our support staff checks in an exhaustive way, supported by documentation, that the content of the template is in accordance with the type of template selected. Once the template has been checked and found to be correct, the support staff approves the template and it becomes active.
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