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Copilot for Email Templates

The Document Dispatch Copilot enables quick and easy creation of email templates using AI.
Simply specify the purpose of the template – e.g., reminder, invoice, or shipping confirmation – and the AI will automatically generate a suitable text with the necessary placeholders.
Additionally, you can directly translate existing templates to use them internationally.

Create a Template via Document Dispatch Email Templates

This action automatically creates a new email template. The appropriate placeholders are also automatically inserted into the email, but must be defined beforehand.

Follow these steps to create a template in the Document Dispatch Email Templates:

  1. Click the search icon in the upper right corner.
  2. Search for Document Dispatch - Email Templates and open the page.
  3. On the opened page, execute the Edit action for the template row for which you want to create or translate a new template.
  4. Click on General. You can now either execute the highlighted Create or Translate action.

Create a Template via the Dispatch Profile

This action automatically creates a new email template. The corresponding placeholders are also automatically inserted, provided they have been defined beforehand.
This function is particularly well suited for quickly and easily setting up a dispatch profile.

Follow these steps to create a template:

  1. Use the search function to look for Document Dispatch - Dispatch Profile.
  2. Select the dispatch profile for which the Copilot should generate emails.
  3. Click on Create Templates and Placeholders.
  4. Enter a language and an instruction (prompt). Examples can be found in the Copilot Prompt Guide.
  5. Click on Generate.
  6. Review the generated email.
  7. Save the template with Keep.
  8. If you want to create a new version, click Regenerate.
  9. You can also adjust the tone of the email.

Translate a Template

This action translates an existing template into the desired language.
It is ideal for creating multilingual templates for your dispatch profile.

Follow these steps to translate a template:

  1. Click the search icon in the upper right corner.
  2. Search for Document Dispatch - Email Templates and open the page.
  3. On the opened page, execute the Edit action for the template row for which you want to create or translate a new template.
  4. Click on General. You can now execute the Translate action.
  5. Select a target language and click Generate.
  6. Review the translated email.
  7. Save the template with Keep.
  8. If you want to generate a new version, click Regenerate.

See Also