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Main Masters - Email Template Details

This is where you are able to configure and update your email templates.

How to View, Edit, and Create Email Templates

1. Access Masters > Main Masters > Email Template Details.

 2.  To view and edit current templates, select the email template name and click on edit template.

3.  The email editor screen will appear.

    • CC/BCC Email ID's: This field allows you to nominate additional Email ID's to receive the email.
  2.  
    • Email Subject: This will be the subject that appears in the receiver's inbox.
  3.  
    • Attach Files: You can attach multiple custom files using the Choose File button. (File Format:.pdf,.doc,.docx,.jpeg,.jpg,.png,.xls,.xlsx),Max total file size- 2MB.  
  4.  
    • Email Body: Here is where the body of your email is entered. You have several formatting features available and the added feature of using dynamic fields.
  5.  
    • Email Signature: At the bottom of the email editor, you can update the email signature and image.
  6.  
    • To save changes, click on the green save button.

  7. If you wish to edit/create new email template names, please visit: 
    Main Masters - Email Templates
    Main Master - Define Emails