---
title: "Creating a new template"
canonical: "https://support.soutron.net/space/HG/3277970/Creating%20a%20new%20template"
format: markdown
---
This section allows you to define the templates for producing notification emails to library staff for Supply a Copy requests.

The text of the notification email is created using a [Rich Text Editor](https://soutron.atlassian.net/wiki/spaces/HG/pages/3279623).

---


**To access Template Maintenance, select** <span style="color: #ff0000">**System Management > Task Centre > Template Maintenance**</span>.

To create a new template, click **Create new template** in the Actions menu.

The following screen displays:

![image](media://d071ff6c-ad90-44d8-9567-3116468fca79)

# Template designer

Enter the following information at the top of the screen:

|  |  |
| --- | --- |
| **Accessibility** | By default this is set to Private, which means that it is only visible to you. To enable others to see it, untick the box. |
| **Template name** | This is populated automatically and is set to "Claim". Use the drop-down list to change it as required. |
| **Name** | Enter the name of this template, eg "Supply a Copy notification" |
| **Description** | Optionally, enter a short note describing the purpose of this template |

Create the template using the [Rich Text Editor](https://soutron.atlassian.net/wiki/spaces/HG/pages/3279623).

### Adding data specific to the template type

Data can be defined in the email through the use of macros which are listed at the end of the toolbar. These are specific to the type of template you are designing.

![image](media://66b8ddc8-a8d7-4abc-a6ef-ee96d73c1f83)

# Completing the process

When you have finished, click on **Save** in the Actions box, or **Save and close** to return to the list of defined templates:

![image](media://8d3bf2a4-4368-440f-b550-0e32bc2d1ee3)

You then need to [set up the task](https://soutron.atlassian.net/wiki/spaces/HG/pages/3279520) to process the emails.