Adding an email template

Note: No document template sin DEAR will have an email template.

Each document that needs to have an email template, will need to be set up individually.

When emailing a document, by default, the body and subject are left blank. 

In this example, we will add an email subject line and simple email body template with a company signature for the purchase order. 

Adding an email template:

1. We will start by downloading and opening the default purchase order template from Settings -> Document & Email Templates. 
2. Using the existing template, we can delete the parts we do not want to use (e.g. footer content, tables). We can also add parts by copying and pasting the required fields, as well as adding new ones if necessary (in this example, <<MyName>> field has been added using the steps shown in Add a field). Remember to make all changes when field codes are toggled on, using Alt + F9/Option + F9. 
3. Right-click any changed fields and select Update Field to show your changes. 
4. Check that any TableStart tag has a matching TableEnd tag, then save your template.
   
   
5. On the 'Manage Document & Email Templates' screen, select the purchase order template you selected in Step 1.
6. Add an email subject line – when you click the Email Subject field, a menu appears with clickable options which can be inserted into the email subject line.
7. Browse to the location of the email template you created earlier and select it.
8. To allow the PO email template to be sent automatically to several suppliers at once, in the Configure Email Recipients section, set the All active users and All company contacts options to Yes. 
9. If you have an Automation module subscription, you may also select a mailing list at this time (see Create a Mailing List for more information). You may also enter BCC addresses that will receive copies of all DEAR emails.
10. Save your changes.
    
    

Now when emailing a purchase order to a supplier, your new email template will be applied: