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Create Notice Templates

Notice templates let you save pre-written notice content for common communications like maintenance schedules, emergency alerts, or financial reminders. When creating a new notice, you can choose a template to pre-fill the content instead of writing from scratch.

What you'll need
  • A Propty account with Property Manager or Property Admin access

Steps​

1. Go to Notice Templates​

From the Notices page, click Templates to open the template management page. You can also navigate directly from the sidebar.

Notice templates page

2. Browse existing templates​

Templates are displayed in a grid of cards. Each card shows the template name, description, subject line, and category. Use the category tabs at the top to filter:

  • All — show all templates
  • Maintenance — building repair and maintenance notices
  • Emergency — urgent safety and emergency notifications
  • Financial — payment reminders, assessment notices
  • Building Rules — policy updates and rule reminders
  • General — everything else

3. Create a new template​

Click New Template in the top-right corner. The template editor page will open.

Template editor form

4. Fill in the template details​

Complete the following fields:

  1. Name (required) — an internal name for the template (e.g., "Monthly maintenance reminder"). This is only visible to staff.
  2. Category — select the category that best fits the template content
  3. Description (optional) — a brief note about when to use this template
  4. Subject (required) — the email subject line that will be pre-filled when using this template
  5. Content (required) — the email body. Use the rich text editor to format your content with:
    • Bold, italic, and underline formatting
    • Bullet and numbered lists
    • Links
    • Personalization tokens ({{firstName}}, {{lastName}}, {{unitNumber}})

5. Save the template​

Click Create Template to save. You will be redirected back to the templates list.

Editing a template​

Click on any template card to open the editor. Make your changes and click Save Changes.

Deleting a template​

On the template editor page, click the Delete button in the top-right. Confirm the deletion in the dialog. Deleting a template does not affect any notices that were already created using it.

Using a template when creating a notice​

When you create a new notice, the first step offers two options:

  1. Start from scratch — begin with a blank notice
  2. Use a template — select a template to pre-fill the subject and content

Choosing a template loads its subject and body into the notice wizard. You can then edit the content before sending.

Troubleshooting​

My template isn't showing in the template picker​

  • Make sure the template was saved successfully. Go to Templates and verify it appears in the list.
  • The template picker shows all templates regardless of category.

Can I share templates across properties?​

  • Templates are currently per-property. You need to create templates separately for each property.

The rich text formatting looks different in the email​

  • The notice email uses a simplified HTML format. Complex formatting may be adjusted slightly for email compatibility. Preview your notice in the review step before sending.