HTML files are used to compose e-mail and memo templates. When composing templates in an HTML (Hyper Text Markup Language) document, the template codes can be placed directly in the text.
Please note that when formatting the text, you should always provide the entire code with the desired formatting. If you do not do this, the template code will not function.
14.2.1 Create a new email template
Management ➤ Company settings ➤ Templates ➤ Email ➤ Create email template
Choose a ‘Type’ for the new template and give it a name that you understand. You can also indicate whether the template is available to all users within your company account or, for example, only to a specific department or employee.
If desired, you can enter a subject for this template. This will then be filled in automatically when composing the e-mail.
- Under the Template tab, enter the texts and template codes you want. Adjust the layout of the document if desired.
- Under the Attachments tab, you can link attachments to this template if desired. These will then be automatically placed as attachments when composing the e-mail.
- Now press the Save to save your template.
You will receive a message that your data has been saved.
The template is ready for use. You can test it by creating a new e-mail. For more information about creating an e-mail, please refer to the Sending an e-mail message page.
14.2.2 Adjusting an existing email template
Settings ➤ Company settings ➤ Templates ➤ Email ➤ Search for the desired template
When your account was created, a number of standard templates were prepared for you. In many cases, these standard templates are sufficient. In addition, a number of standard templates can be found by clicking the +New button ➤ clicking on_ New template using example._
- A modal will appear. Select one template you want to adjust and press the New template button.
- A new window will open. Make the desired changes.
- Now press the Save button to save the adjusted file in the system.
- You will receive a message that your data has been saved.
- The template is ready for use. You can test it by creating a new email.
