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Setting Up Email Templates

Document Dispatch can use two types of email templates. You can either use your own HTML templates or the standard email templates from Business Central.

General Settings for Email Templates

To import the email templates for Email Notification, the following steps must be completed:

  1. Select the search icon in the menu bar, enter Document Dispatch - Email Templates, or navigate through the role center to the Email Templates tile.
  2. Select/Create a template.
  3. Choose the language you want to edit.
  4. You can now import a template using the "Import" action or create your own template directly in the HTML editor.
  5. Select the shipping profile that should receive an email template.
  6. Open the output type setting of the corresponding shipping profile.
  7. Navigate to the Document Dispatch Template area.
  8. Select your created email template under Standard Email Template.

Info

It is possible to edit email templates directly in Business Central using the HTML editor located on the Email Template page.

Please Note

If there are characters (<>) in the HTML editor that normally only occur in the HTML file, the file may be corrupted.

Placeholders in the Email Template

Placeholders are used to insert dynamic content into the email template. They are replaced with actual values when the email is sent. Define placeholders in the email using the following syntax: %x (e.g., %1, %2, %3, etc.).

How to Define Placeholders in Email Templates and in Multimail Templates

To define placeholders in the email template, follow these steps:

  1. Navigate to the shipping profile for which you want to use the email template.
  2. Open the output type setup.
  3. Use the "Email Placeholders" action to open a list view where you can define the placeholders for the email template.

There are three ways to fill these placeholders in the output type setup of the dispatch profile:

  1. Data Mapping: Select a data mapping to define the placeholder. The data mapping is defined in the data mapping setup.
  2. Field: Select a field from the table to define the placeholder.
  3. Salutation from BC: Actively set the placeholder for the salutation from Business Central. The salutation is defined in the contact.

Please Note

The salutation must be defined for each language specified in Document Dispatch. If the salutation is not defined for a language, the email will not be sent, and an error will be displayed.

Setting Up Multimail Templates

Document Dispatch can use two types of email templates. You can either use your own HTML templates or the standard email templates from Business Central. The Multimail email template is used instead of the usual email template when the "Merge Multimail Emails" option is enabled in the output type setup of the shipping profile and the Multimail action is performed.

Placeholders are also considered in a Multimail template.

Activating the Multimail Preview

The following steps must be completed to activate the Multimail preview.

  1. We start in the role center Document Dispatch - Administrator.
  2. Open Document Dispatch Setup from the Setup menu in the menu bar and perform Module Setup.
  3. Scroll down to the Process Setup tab.
  4. In the Multimail area, check the box Use Multimail Preview.

General Settings for Multimail Templates

To import the Multimail templates for Multimail Sending, the following steps must be completed:

  1. Select the search icon in the menu bar, enter Document Dispatch - Multimail Templates, or navigate through the role center to the Multimail Templates tile.
  2. Select/Create a template.
  3. Choose the language you want to edit.
  4. You can now import a template using the "Import" action or create your own template directly in the HTML editor.
  5. Select the shipping profile that should receive a Multimail template.
  6. Open the output type setting of the corresponding shipping profile.
  7. Navigate to the Multimail Configuration area.
  8. Select the Multimail template in the Multimail Template Code field.

Info

It is possible to edit Multimail templates directly in Business Central using the HTML editor located on the Email Template page.

Please Note

If there are characters (<>) in the HTML editor that normally only occur in the HTML file, the file may be corrupted.

See Also