# Customizing the email template used with manual emails

This section explains how to customize the Email This Issue template used when you are manually editing and sending notifications using the **Email** button. Read more [here](https://docs.meta-inf.hu/email-this-issue/email-this-issue-for-jira-server-data-center/documentation/outgoing-emails/sending-manual-emails).

## Before you begin <a href="#customizethetemplateusedbyemailbutton-prerequisites" id="customizethetemplateusedbyemailbutton-prerequisites"></a>

This tutorial require*s* the following prerequisites to be met:

* The Email This Issue add-on is installed in Jira. Read more [here](https://confluence.atlassian.com/upm/installing-add-ons-273875715.html).
* A license key is saved in Jira.
* You have an SMTP server configured in Jira. Read more [here](https://confluence.atlassian.com/adminjiraserver071/configuring-jira-s-smtp-mail-server-to-send-notifications-802592930.html).

{% hint style="info" %}
**Note**: You must be a **Jira administrator** to be able to perform the following settings.
{% endhint %}

## Objectives <a href="#customizethetemplateusedbyemailbutton-objectives" id="customizethetemplateusedbyemailbutton-objectives"></a>

By following this guide you will be able to carry out the following actions:

1\. Customize the email templates used by Jira Email this Issue.

2\. Test the template. (optional)

2\. Associate the template with your projects and/or issue types

## Procedure <a href="#customizethetemplateusedbyemailbutton-step-by-stepguide" id="customizethetemplateusedbyemailbutton-step-by-stepguide"></a>

### Customizing the template

1\. Go to **Email Templates** under **OUTGOING EMAILS and click** the **Add** button then choose from the following options:

* Create from Themes
* Create from JIRA Templates

![](https://4173056255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY44m7ZY1jU4Arh2tzwNn%2Fuploads%2F3uKgaHmvgzQO8JobCO8T%2Fimage.png?alt=media\&token=1484d9df-b61c-4758-a9fb-04e2d3ad587b)

Read more [here](https://docs.meta-inf.hu/email-this-issue/email-this-issue-for-jira-server-data-center/documentation/outgoing-emails/email-templates).

2\. Customize the template according to your needs. Use the field picker to add issue fields and custom fields, comments or issue linking information.<br>

![](https://4173056255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY44m7ZY1jU4Arh2tzwNn%2Fuploads%2FDDlCafsRKqSh1uGjuku9%2Fimage.png?alt=media\&token=c5432a53-bca2-4699-8fb9-b2763a84d167)

3\. Click **Save** at the bottom of the page to save your template or click **Cancel** to discard the draft.

{% hint style="info" %}
**Note**: To create multiple email templates, repeat steps 1-4 as many times as needed.
{% endhint %}

### **Testing the template**

1. Go to **Email Templates** under **OUTGOING EMAILS**.
2. Click the three dots next to the name of the template and choose **Test**.

![](https://4173056255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY44m7ZY1jU4Arh2tzwNn%2Fuploads%2FiVWlNqTUD7228NHh9EAh%2Fimage.png?alt=media\&token=3c2bd5dd-1921-4e7e-b00f-934b6850e86f)

Read more [here](https://docs.meta-inf.hu/email-this-issue/email-this-issue-for-jira-server-data-center/documentation/outgoing-emails/email-templates#emailtemplates-testtemplates).

### Associating the template with your projects and/or issue types

1\. Go to **OUTGOING EMAILS** --> **Contexts**.

2\. Click the **Add** button. The following fields need to be filled:

| Attribute name              | Description                                                                                                                                                                                                                                                                                                    |
| --------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Project**                 | Select the project you want to apply the context settings to. Leave the field empty to apply this context for all projects.                                                                                                                                                                                    |
| **Issue Type**              | Select the issue type you want to apply the context settings to. Leave the field empty to apply this context for all issue types.                                                                                                                                                                              |
| **Template**                | Select a default template for this context to use (e.g. the one you customized above). This template will be used when sending emails using the **Email button**.                                                                                                                                              |
| **External Watchers Field** | Add external recipients as watchers to the issue.                                                                                                                                                                                                                                                              |
| **Sender Name Pattern**     | <p>Enter a name that appears in the emails as the sender. If left empty, JETI will use JIRA's default settings.<br>Specify (in <a href="https://velocity.apache.org/engine/1.7/user-guide.html">Velocity markup syntax</a>) how to format the sender's name in outgoing emails.</p>                            |
| **From Email Address**      | <p>Enter the email address you want to use as the "from address" in the emails. If left empty, JETI will use the default settings.</p><p>Specify (in <a href="https://velocity.apache.org/engine/1.7/user-guide.html">Velocity markup syntax</a>) how to format the From Email Address in outgoing emails.</p> |

{% hint style="info" %}
**Note**: To add multiple contexts, repeat step 2 as many times as needed.
{% endhint %}

Read more here:

[Contexts](https://docs.meta-inf.hu/email-this-issue/email-this-issue-for-jira-server-data-center/documentation/outgoing-emails/contexts)