When accessing a Subscription from a Presentation or a Capsule, Edit Mode opens with the Subscription details and editable settings. From this page, users can modify the selected Subscription.
When accessing a Subscription from the Subscriptions page in System Administration, users can open Edit Mode by clicking the Subscription name or the pencil icon. In System Administration, Edit Mode is available for review only. Administrators can view the Subscription details, but the only element they can modify is the Enabled status.
In the example below, the page is for a Subscription named "Test Subscription".
.png)
The page contains the following visible areas and controls:
Subscription name. At the top of the page, there is a required field labeled "Subscription name". This field lets you edit the name of the selected Subscription. In the example shown, the field contains the value "Test Subscription".
Below the Subscription name field, the page shows three read-only information fields:
Created. Shows the date and time when the Subscription was created, in the following format: Month Day, Year - HH:MM (i.e. Feb 10, 2026 - 10:57).
Next run. Shows the date and time of the next scheduled execution of the Subscription, in the following format: Month Day, Year - HH:MM (i.e. Apr 29, 2027 - 10:00).
Last run. Shows the date and time of the most recent execution, in the following format: Month Day, Year - HH:MM (i.e. Apr 20, 2026 - 16:20).
These values help users identify the current status of the Subscription.
In addition, the page includes the following sections:
"Enabled" toggle. Below the information fields, there is an Enabled toggle that allows users to enable or disable the selected Subscription. When the toggle is active, the radio button is blue and the Subscription is enabled. When the toggle is inactive, the toggle is black and the Subscription is disabled.
.png)
Attachment. This section contains the controls used to define the file that will be sent by the Subscription. Within this area, the following elements are displayed:
"Change" button. This button lets you replace the current Presentation or Screen selection.
Presentation or Screen selected. This label identifies the currently selected Presentation or Screen. In the example, the selected Presentation’s name is "Test2".
File format. This dropdown list lets users define the format of the generated attachment. In the example shown, the selected file format is PDF.
.png)
Email content. This section contains the fields and tools used to define the email that accompanies the attachment. A Subscription email is the message automatically generated and delivered to the configured recipients together with the selected attachment, such as a Presentation exported in the chosen file format. This section allows Admin users with permissions to access the selected Subscription to edit the email subject and body, so the message can provide context and useful information to recipients.
Subject. This field lets you edit the email subject.
Formatting toolbar. Below the subject field, there is an editor toolbar. The toolbar includes visible formatting and editing controls. From left to right, the visible controls are:
Undo
Redo
Bold
Italic
Underline
Strikethrough
Text alignment controls. Align Left, Align Center, Align Right, and Align Justify
Ordered List
Bullet List
Indent controls. Increase Indent, Decrease Indent
Add link
Add image
Text style controls. Subscript, Superscript
Text format dropdown list. The list currently shows "Normal text"
Size dropdown list
Font color
Background color
Substitution formulas. This dropdown list lets users insert predefined dynamic values into the email body. When the Subscription runs, each formula is replaced with the corresponding value in the generated email. The available formulas are:
@Date. Inserts the current date
@Link. Inserts a link related to the Subscription content
@Time. Inserts the current time
@User. Inserts the name or identifier of the user associated with the Subscription email
Email body. Below the Substitution formulas dropdown list, there is the email body editor.
When working from the Presentations or Capsules areas, the Email content section lets users edit the email body. After editing, click "Discard" to cancel the changes or "Save" to save them.
When working from the Subscriptions area, the Email content section is read-only and only allows users to view the email body. When finished, click "Close" at the bottom right of the page.
.png)
Scheduling. The Scheduling section lets users define when the Subscription email will be sent. This section includes the following fields:
Frequency. The required Frequency dropdown list lets users select how often the Subscription runs.
One time. Sends the Subscription only once, on the selected date and at the selected time.
Daily. Sends the Subscription every day at the configured time.
Weekly. Sends the Subscription every week, based on the configured schedule.
Monthly. Sends the Subscription every month, based on the configured schedule.
Monthly (Days of the week). Sends the Subscription every month based on the selected days of the week.
Start time. The required Start time field lets users define the time when the Subscription will run.
Start date. The required Start date field lets users define the date when the Subscription will start. The date can be selected from a calendar picker.
.png)