Using Contract Attribute Variables in Email Templates

You can use any system or custom attributes as variables in contract email templates. For more information on creating and configuring your email template, see Emails: Branding & Templates.

Note:

This feature is only supported for email templates found under the Contracts group.

To add an attribute as a variable in email templates

  1. On the Third-Party Risk Management menu, select Attribute Manager.
    The Attribute Manager screen appears.
  2. Click the View button on the Contract Attributes tile.
    The Attribute Manager list screen appears.

  3. Click the Export button.
    The Report Download modal appears.

  4. Click the Close button.
    The report will be generated in the background. When the report is ready to download, a notification will appear on the Notifications icon.
  5. Click the Notifications icon.
    The Notifications popover appears.

  6. Click the Download link.
    Note:

    If you clicked the View in Alert Center link to access the Alert Center, you can download your exported report by clicking the corresponding link in the Description column.

    The file will download to your local system.
  7. In the exported file, locate the Filed Name column.
  8. Locate the Field Name for the attribute you want to add as a variable.
  9. Add an underscore before and after the field name text.
    For example, _approvedDate_.
  10. Copy the field name text including the underscores.


  11. In the OneTrust application, click the Gear icon in the upper right-hand corner to access Global Settings.
  12. On the Global Settings menu, select Email and Branding.
    The Email screen appears.
  13. Navigate to the Templates tab.
  14. Click the Filter icon, then select the Contracts group.


  15. Click the Apply button.
  16. Open the email template in which you'd like to add the dynamic variable.
    The Template Details screen appears.

  17. Enable the Override setting.
    CAUTION:

    If you disable this setting after enabling it, the template will be restored to the system default for the template. Any customizations made will be lost.

  18. Configure your email template using the desired field name text.