Email Template Editor
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GoAnywhere Custom HTML Email Template Editor

User manual for account access, editing GoAnywhere XML email templates, administration, and email configuration.

Overview

The editor is designed for GoAnywhere MFT XML email templates. It loads the HTML inside a template's <message> element into a Monaco code editor, displays a live browser preview, and places the edited HTML back into the original XML when downloaded.

The application supports built-in server templates, files selected from your computer, formatting helpers, GoAnywhere variable insertion, account self-service, email verification, password recovery, and administrator-managed users and SMTP settings.

Quick start

1
Sign in. Use your verified email address and password. New self-registered accounts must be verified through email first.
2
Load a template. Choose Templates for a server template or Open File for an XML, HTML, or HTM file on your computer.
3
Edit the message. Work directly in the left-hand HTML editor or select text and use the formatting tools.
4
Review the preview. The right-hand pane renders the current HTML. Drag the center divider to resize either pane.
5
Download. Select Download to save the rebuilt XML template through your browser.

Accounts and sign-in

Signing in

  1. Open the application URL.
  2. Enter your email address and password.
  3. Select Sign in.

Usernames must be valid email addresses. Access is denied until the account is verified. Accounts created by an administrator are already marked verified, but their temporary password must be changed at first sign-in.

Creating your own account

  1. Select Create an account below Sign in.
  2. Enter an email address and a password of at least six characters.
  3. Open the verification message sent by the application.
  4. Follow the link within 24 hours, then return to Sign in.
Registration requires working SMTP settings. If no verification message arrives, check spam/junk folders and ask an administrator to verify the email configuration.

Forgotten passwords

  1. Select Forgot your password?
  2. Enter your account email and select Send reset link.
  3. Open the link in the email within one hour.
  4. Enter and confirm a new password.

For privacy, the application gives a generic response whether or not the email address is registered.

Editor workspace

AreaPurpose
Status barShows the loaded template name, or indicates that no template is loaded.
Top toolbarDownload, open a local file, select a server template, switch theme, open account/admin pages, and log out.
HTML toolsInsert common HTML structures and styles at the current selection or cursor.
Code editorMonaco HTML editor with word wrapping and a dark editing surface.
Preview paneRenders the current message HTML in a sandboxed frame.
Resize handleDrag the divider between editor and preview to change their widths.

Changes are held in the browser until you download the template. Leaving or refreshing the editor can discard unsaved work.

Opening templates

Templates button

Select Templates to browse XML files configured on the application server. Files are grouped by their folder: root-level templates appear under main, and files in subfolders appear under that folder's name. Select a filename to load it. Select the × button or the shaded area outside the dialog to close it.

Open File button

Select Open File to choose an .xml, .html, or .htm file from your computer. The browser reads the file locally.

How message extraction works

If the file contains a <message> element, only its contents are shown in the editor. CDATA markers surrounding that message are hidden while editing and restored on download. If no message element exists, the complete file contents are edited as HTML.

Important: Load only trusted templates. Previewed HTML is sandboxed, but a template may still contain remote images or other resources that contact external servers.

Editing tools

Select existing text before using a tool to wrap it. With no selection, paired tags are inserted and the cursor is placed between them where supported.

ToolAction
Bold / Italic / UnderlineWraps content in <strong>, <em>, or an underlined span.
HeadingPrompts for heading level 1–6 and inserts that heading element.
Paragraph / DivInserts <p> or <div> containers.
Text ColorOpens a color picker and wraps content in a span using the chosen text color.
Font FamilyApplies one of the listed web/email font stacks in an inline style.
Main ColorReplaces every exact occurrence of the previous main color in the current HTML with the newly selected color. The initial value is #4a87b5.
AlignmentWraps content in a left, center, right, or justified div.
TablePrompts for row and column counts, then inserts a full-width bordered table with a header row.
ImagePrompts for image URL and alternative text, then inserts a responsive image.
Unordered / Ordered ListInserts a three-item bullet or numbered list as starter markup.

You may also edit any HTML directly and use Monaco features such as syntax highlighting, selection, find, undo, and redo. Common browser/editor shortcuts such as Ctrl+F and Ctrl+Z generally apply while the editor has focus.

GoAnywhere variables

The Variables menu is populated from the application's configured HTML variables list.

  1. Place the cursor where the variable belongs, or select text to replace.
  2. Select Variables.
  3. Type in the search field to filter the list.
  4. Select a variable to insert it and close the menu.

Variables are inserted exactly as stored. Confirm that each variable is supported in the GoAnywhere context where the template will be used. NOTE: Not every variable is available in every template used by GoAnywhere.

Previewing

The preview updates from the current HTML as you edit. Select Refresh Preview to recreate the preview frame when a forced reload is useful. The frame is sandboxed and is intended as a convenient rendering check, not a substitute for testing in actual email clients.

Email compatibility: Email clients vary greatly. Prefer inline styles, supply image alternative text, use absolute HTTPS image URLs, and test the exported template in the intended GoAnywhere workflow and recipient clients.

Downloading and saving

Download

After loading a template, select Download. The application rebuilds the original XML by replacing the contents of its message element, preserves CDATA wrapping when it was present, and downloads the result with the original filename. For a local HTML file without a message element, the edited content is downloaded as the selected filename.

The Download button is disabled until a template or local file has been loaded.

Server-side save support

The backend supports saving XML files to its configured editable-files directory, with paths restricted to that directory. The current editor toolbar does not expose a Save As control, so the standard user workflow is browser download.

Before deployment: Keep a backup, inspect the downloaded XML, and test it in a non-production GoAnywhere environment. The application is not provided or supported by Fortra.

Light and dark mode

Select the moon icon in the editor toolbar, or Dark mode on account and administration pages, to switch themes. In dark mode the control changes to a sun or Light mode. The choice is saved in the browser and shared across application pages.

The Monaco code editor remains dark in either application theme. Theme selection changes the application interface, not the colors of the email being edited or previewed.

Account settings

Select Account from the editor toolbar.

Change email

Enter a new valid email address and your current password, then select Update Email. Your email is also your username, and the active session is updated to the new address.

Change password

Enter your current password, a new password of at least six characters, and the same new password again. Select Change Password.

Logging out

Select Logout to end the current session and return to the sign-in page. Log out when using a shared computer.

User administration

Administrators can select Users in the editor toolbar. The table shows each email, whether the initial password has been changed, admin access, verification status, and available actions.

Create a user

  1. Select Create User.
  2. Enter a valid email address and temporary password of at least six characters.
  3. Optionally enable Admin access.
  4. Select Create.

Administrator-created users are marked verified. They must replace the temporary password the next time they sign in.

Reset a password

Select Reset Password, enter a temporary password of at least six characters, and select Reset. The user must change it at next sign-in.

Grant or remove administrator access

Use the Admin Access switch. Administrators cannot remove their own administrator access.

Delete a user

Select Delete and confirm. Deletion cannot be undone. Administrators cannot delete their own active account.

Email settings

Administrators can open Email Settings from User Management or Account. SMTP is used for verification, password reset, and connectivity-test messages.

SettingDescription
SMTP serverHostname of the outgoing mail server.
PortSMTP connection port; commonly 587 for STARTTLS or 465 for implicit SSL, depending on the provider.
SMTP username/passwordCredentials required by the mail provider. Leaving the password blank when saving retains the currently stored password.
From addressSender shown on application messages.
Application URLPublic base URL used to build verification and password-reset links. Do not include a trailing path such as /login.
Use STARTTLSConnect normally and upgrade the connection with STARTTLS.
Use SSLUse an implicit TLS/SSL SMTP connection.

Select Save Settings before testing. Under Test Connectivity, enter a recipient email and select Send Test Email. A successful send confirms that the SMTP server accepted the message; it does not guarantee inbox delivery.

Use the security mode and port specified by your email provider. Do not enable STARTTLS and SSL together unless the provider explicitly requires that combination.

First-run setup

When no administrator exists, visitors are directed to the setup wizard. There is no default admin/admin account.

  1. Email server: Enter SMTP host, port, optional credentials, sender address, application URL, and STARTTLS/SSL choice. Save to continue.
  2. Test connectivity: Send a real test message to an address you can check. Continue becomes available after a successful send.
  3. Admin account: Enter the initial administrator's email and matching password entries.
  4. Verify: Open the verification email and follow its link within 24 hours. The administrator cannot sign in before verification.

After the first administrator is created, setup endpoints are locked and the setup page redirects to sign-in.

Troubleshooting

Confirm that you are using the account's email address, that the verification link was completed, and that the password is correct. Use password recovery if needed. An administrator-created account may require an immediate password change.

Check spam and quarantine folders. Ask an administrator to review SMTP settings, Application URL, and send a test message. Verification links expire after 24 hours; password-reset links expire after one hour.

The server's email template directory may be empty or unavailable. Use Open File for a local template, or ask the system administrator to verify the mounted template directory and XML files.

Load a template through Templates or Open File first. Download is intentionally unavailable when no source file has been loaded.

The preview uses the browser rendering engine, while Outlook, Gmail, Apple Mail, and other clients support different HTML/CSS subsets. Use inline styles and test with actual target clients.

Edits are browser state until downloaded. Download before refreshing, navigating away, signing out, or loading another template.

Security and limitations

  • Use only templates and URLs you trust, and never place credentials or secrets in an email template.
  • Downloaded files can contain GoAnywhere variables that resolve to sensitive data. Store and share exports appropriately.
  • The preview is a browser approximation and may request remote images referenced by the template.
  • SMTP credentials are administrator-managed. They are not returned to the browser after storage.
  • Use Logout on shared systems and protect access to the application's public URL.
  • This editor is not provided or supported by Fortra. Validate exported templates before production use.

Product behavior described here reflects the current application implementation.