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<< back to knowledge base Adding a new user Adding an exchange rate source Adding default transports terms Billing Settings Deleting a user Editing a user Assigning department to the user Getting reports Excluding addresses from suggestions Sending emails - default email address Setting an organization as VAT payer Setting custom mail sender Setting and changing statuses only by authorized user Setting default currency and due days for billings docs Setting default currency for transport docs Setting permissions Setting default language for documents and contractors

administration

Adding email templates

Email signature template

  1. Select from menu settings > communicator tab EMAIL.
  2. In the Message signature template field, add a signature template (it will be visible in e-mail messages sent from the system).
  3. In the Available data to get section, you will find codes to get selected data.
  4. In the Preview section, you will see a preview of the created signature.
  5. Click save.

Email content template

  1. Select from menu settings > communicator tab TEMPLATES.
  2. Add a new template by clicking the + icon (ADD NEW) on the left above the table.
  3. In the content type field select the document type.
  4. Fill in the form.
  5. Click save.

Defined e-mail content templates will be available for selection in the e-mail sending form from billing or transport documents, in the template field.

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