Milestone Email Templates

At the top of your dashboard, click on Settings > Organisation > Emails. This is where you can view and edit all the email templates that are set up for your Organisation. If you do not edit them, they will be sent using the default template text. If you do not have the ability to "Edit" these templates, please contact your main Administrator who can give you the required access.

Admin "Milestone" Email Templates

• Milestone Submitted - sent when an Applicant completes and submits a Milestone, so an Admin can review it.

• Application Condition Submitted - the same, but for a Condition.

• Assign Internal Reviewer - sent to the specific Admin a Milestone has been assigned to for internal review.

Applicant "Milestone" Email Templates

• Milestones Created - sent when one or more Milestones are created for the Applicant.

• Milestone approved / Milestone request for resubmission / Milestone deliverable declined / Milestone paid - sent at each stage of a Milestone's review outcome.

• Condition approved / Condition request for resubmission - the same, but for a Condition.

• Milestone Reminder - sent as a Milestone's due date approaches, if it's still incomplete. See Setting Up Email Reminders for how to configure its timing, recipient, and scoping.

Verifier/Institution "Milestone" Email Templates

This only applies if Milestones are routed through Verifier/Institution review for your Organisation.

• Milestone Submitted to Verifier/Institution - sent when a Milestone is submitted to a Verifier/Institution for their review.