Creating Email Templates

Email templates can be created for you to use whenever you need to use them, they can be as simple or as advanced as you need them to be. To create a template follow the steps listed below.

- Go to Administration>Email and Documents>Email Templates, and enter the following details
- Template Name – What you want the template to be called
- Entity – Select what entity you want the template to run against, this will restrict the access of the template to the entity you have chosen, for example if you chose “Person” then you will be able to chose the Person fields to be included in the template.
- From Address – This will use the users default email address, but you can add other email addresses or aliases if you require. To do this you will need the relevant security rights.
- Email Text – In the large field on the screen add the text you want to appear in the template. You can also add fields to the text as well to pull though the data you want to appear in the template for example “Dear #Pers_Firstname#” which would display Dear Steven if the person name was Steven. Include the relevant text for the rest of the template. It is also possible to format the text in HTML format if required.
- Attach any relevant global or local files if needbe

When you have completed this you can click Save which will then add the template to the templates available when sending email from the person entity.

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