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Setting up Email Templates

Document Dispatch allows you to send business documents with professional and consistent email messages. You can use either flexible HTML templates or Business Central standard email templates . These templates can be linked to dispatch profiles, so the right message is sent automatically based on the document type or recipient.

General Settings for Email Templates

In order to import the email templates for the email notification, the following steps must be taken:

  1. Choose the search icon in the ribbonbar, enter Document Dispatch - Email templates.
  2. Pick an existing Dispatch Code or create a new Dispatch Code.
  3. Click on edit to open the Email Template.
  4. You can select different language codes to customize the content for each language.
  5. In the text editor field, you can now set up and customize your email template.

Info

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

Import Email Templates

You can import your own email signature into Document Dispatch. To do this, simply upload your signature as an HTM file. This allows you to maintain consistent branding and formatting across all outgoing emails.

  1. Choose the search icon in the ribbonbar, enter Document Dispatch - Email templates.
  2. Pick an existing Dispatch Code or create a new Dispatch Code.
  3. Click on edit to open the Email Template.
  4. In the Code section, select a language. Each language code can only be used once.
  5. Click on General and execute the Import action.
  6. Your email signature should now appear in the text field.

Note

To delete a specific line, click on the three dots and select the Delete Line action. If you want to delete all the text in the text field, click on General and execute the Delete action.

Please Note

If there are characters (<>) in the HTML editor that are normally only found in the HTML file, it is possible that the file is corrupted.

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. Unlike the standard email template, it is not possible to define placeholders.

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 run Module Setup.
  3. Scroll down to the Process Setup tab.
  4. In the Multimail section, check the box Use Multimail Preview.

General Settings for Multimail Templates

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

  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.

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