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Create Template

To create a new email template, click the Create Email Template button. A new form with the following fields will appear:

Name Template name.
Type Template type. Possible hardcoded options:
  • Quote - the template will only be available to sent via quote module.
  • Invoice - the template will only be available to sent via invoice module.
  • Client - the template will only be available to sent via client module.
  • Notification - the template will only be available to sent via notification (if user has set to receive notifications via emails).
Tag Unique tag, which is used for mapping purposes in the system.
Agent Select an agent from the database.
Status Status of the template. Possible hardcoded options:
  • Active - the template can be used.
  • Draft - the template is still in a development process.
  • Canceled - the template cannot be used anymore.
Schema Reference Select a schema reference, to which the template is dedicated. The template will be shown only in those quotes, which are based on that schema.
Note: If you will not select schema, then this template will be available in all quotes.
To Enter the receiver email.
Cc Enter the Cc'ed email.
Bcc Enter the Bcc'ed email.
Subject Enter the email subject.
From Type Select from who the email will be sent. Possible hardcoded options:
  • User - the user email will be written in the From field.
  • System - the system email will be written in the From field.
Locale Default langauge of the email template.
Documents Upload any document, that you would like to be attached with a template.
Body Enter the email text.

{info.fa-info-circle} Fields marked with a red asterisk (*) are mandatory.

create template