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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