Wrapper ID

Enter the identification number for the wrapper template in this field. If you selected a template on the Summary tab, this field displays the identification number for the selected notification wrapper template.

You can load a specific wrapper template onto this screen by searching for that template on the Summary tab and double-clicking on the template in the Wrappers Summary list view.

Wrapper Type

Select the format type of the notification that the wrapper will be attached to (HTML Email or Text Email) from this drop-down list.

Effective Date

Enter the date when the notification wrapper should become effective (start being used). Enter the date using MM/DD/YYYY format, or use the drop-down calendar to select the date.

Description

Enter a description of the wrapper in this field. Try to be descriptive so that others can easily tell the purpose for this wrapper when it is listed in the Wrappers Summary list view on the Summary tab.

Send As

Enter the email address (e.g., Team@GOLDPointsystems.com) to be used to send notifications in this field. This is the email address that users will see as the sender of the notification in their Inbox.

Reply To

Enter the email address (e.g., Replies@GOLDPointsystems.com) that emails will be sent to when a user replies to the notification in this field.

Group ID

Enter the identification number of the group used for wrappers in this field.

Is Active

Check this field to activate the wrapper. If this field is not checked, the wrapper will not be active and will not appear in the Wrappers Summary list view on the Summary tab if the Show Only Active and Future Wrapper Templates field is checked.

Originator list view

The Originators list view displays the originating systems that can be used for the notification wrapper template. Check the Use box next to the originating system that you want to use for the template.

This can enable you to tie specific templates to loan origination, loan servicing, etc. For example, your institution can use a different template with a different wrapper for origination and loan servicing. The template for origination might include a wrapper with advertising while the template for loan servicing does not. And the system can automatically use the correct template with the correct wrapper depending on the system that is sending the notification.

The following columns display information in the Originators list view:

•Use: Use this checkbox to select the originating system for the notification.

•Originator: Displays the originating systems that can be tied to the notifications.

Change History list view

The Change History list view displays who has modified the wrapper template and when they modified it.

The following columns display information in the Change History list view and can be used to sort:

•Changed By: Displays the name of the user who last modified the wrapper.

•Date Changed: Displays the date (in MMDDYYYY format) when the user in the Changed By column modified the wrapper.

•Time Changed: Displays the time (in HHMMSS format in a 24-hour clock format) when the user in the Changed By column modified the wrapper.

Parameter list view

The Parameter list view displays the parameters set up for the wrapper. The program substitutes a specified parameter whenever <parm:#PARAMETER> is entered in the code where PARAMETER is the parameter name. Using the Parameter list view you can add new parameters and determine their value. The <Add Parameter> and <Delete Parameter> buttons are used to modify this list view.

The following columns display information in the Parameter list view:

•Parameter: Displays the name of the parameter. This is the name used when entering a parameter into the code for the wrapper.

•Value: Displays the value assigned to the parameter.

Header

Enter the code and text to be used in the header of the wrapper in this field. In this field you can specify the font, style, image inclusion, wording, etc. of the wrapper heading.

The following special characters entered in the text of the wrapper could interfere with how the wrapper is displayed in an HTML browser: (&), (<), (>), ('), and ("). The program will substitute the specified parameter whenever <parm:#PARAMETER> is entered in the code where PARAMETER is the parameter name.

Footer

Enter the code and text to be used in the footer of the wrapper in this field. In this field you can specify the font, style, image inclusion, wording, etc. of the wrapper footer.

The following special characters entered in the text of the wrapper could interfere with how the wrapper is displayed in an HTML browser: (&), (<), (>), ('), and ("). The program will substitute the specified parameter whenever <parm:#PARAMETER> is entered in the code where PARAMETER is the parameter name.

<Previous>

Click this button to load the previous wrapper. The previous wrapper is the wrapper whose identification number comes right before the currently displayed wrapper's identification number.

<Next>

Click this button to load the next wrapper. The next wrapper is the wrapper whose identification number comes right after the currently displayed wrapper's identification number.

<Add Parameter>

Click this button to add a new parameter to the Parameter list view.

<Delete Parameter>

Select a parameter in the Parameter list view and click this button to delete the parameter.

<Test>

Click this button to render a test wrapper to ensure that the header, footer, parameters, etc. of a wrapper have been set up correctly.

<Copy>

Click this button to copy the format of the current wrapper template to create a new wrapper.

<Delete>

Click this button to delete the wrapper currently displayed on the Detail tab.

<Create New>

Click this button to load a blank wrapper template on the Detail tab.

<Save Changes>

Click this button to save any change made to the Notification Wrappers screen.