---
title: How to customise external emails
description: How to customise external email templates
---

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# How to customise external emails

During the onboarding of a client, emails are send to the external team for inquiries, updates and more. These emails can be customised to reflect your company's tone and branding.

<iframe src="https://tour.vartion.com/embed/cmv5aildw0580y30jwp2u53a2?embed_v=2&amp;utm_source=embed" loading="lazy" title="Customise external emails 2.0" allow="clipboard-write" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

 

### Modifying email templates

To modify the default emails, follow the below steps:

1. Click on your initials in the top right corner.
2. Select **Settings** in the new menu.
3. Navigate to the **External configuration** page in the **Onboarding** section and scroll down to the **Email templates** card.
4. Here, you see all emails that might be sent to the external team, including the option to edit them.
5. Press the **Edit** button of a specific email.
6. In the new sidepanel that opened, you can edit the **Email title** and **Email content**. 
     1. Type within the text areas to alter the text.
     2. Remove dynamic content by pressing the cross next to a field.
     3. Add dynamic content by pressing the field in the **Available fields** section below the text area you are modifying. Fields that can only be added to the email once, will be greyed out if already present in the text area.
7. Press the **Save** button to save your made changes.

If at any later point, you want to change the email back to the original template, follow the below steps:

1. Click on your initials in the top right corner.
2. Select **Settings** in the new menu.
3. Navigate to the **External configuration** page in the **Onboarding** section and scroll down to the **Email templates** card.
4. Here, you see all emails that might be sent to the external team, including the option to edit them.
5. Press the **Edit** button of a specific email.
6. In the new side panel that opened, press **Reset to defaults** at the bottom of the screen.
7. Press the **Save** button to save the default template.

 

### Changing the language of external emails

By default, external email templates use the language selected for external users. When the external user language is changed, email templates that still use their default content are automatically translated to the selected language.

If an email template has been customised, it is no longer automatically translated when the external user language is changed.

To use the translated default version again:

1. Find the relevant email template and click **Edit**.
2. Click **Reset to defaults** and then click **Save** to apply the changes.  
   The template is restored to its default content and translated according to the selected external user language.
3. If needed, click **Edit** again to customise the template in the selected language.

 

**Note:** The language in which the email template is displayed in the settings page is determined by your interface language. Changing the external user language does not change the language shown in the email template configuration

 

 

**This documentation, including images, videos and text, is accurate as of Version 8.0 of Pascal.**

We strive to keep our documentation up to date with each release to ensure it remains a reliable resource for our users. However, given the dynamic nature of our software development, there might be instances where changes introduced in subsequent versions are not immediately reflected in this documentation. We encourage users to refer to [the latest release notes](https://help.vartion.com/general#release-notes) and to use the feedback mechanism for any discrepancies or requests for clarification.

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