Contents / Document Templates

Sending Templates by Email

You can generate templates in the CRM and send them by email.

Click the icon indicated below and enter recipient address:


    1 — sender address; 
    2 — recipient address (multiple addresses are possible, line-by-line); 
    3 — message subject;
    4 — message format (HTML: document in the body of the message or PDF: document attached to the message);
    4 — attach files;
    5 — add comments (in the beginning of the message).

You can set sender addresses selection variations from Main menu — Settings — Templates in the administration panel:

Select "Allow using user profile email" to add the email address from user profile to the sender addresses selection variations.

 

Monitoring outgoing templates

All the documents created from templates are stored in Main menu  Documents — Emailed.

To display this section, enable the relevant option in Main menu — Settings  Templates:


1 — type of template the document originated from;
2 — CRM object profile the document originated from;
3 — message status: sent, delivered, opened;
4 — email address the message was sent to.

Please note: you can restrict the access to outgoing templates and their recipients by ticking "Hide recipient for everyone except sender and administrator" here: Main menu — Settings — Templates.

5 — filter by template sender;
6 — filter by recipient contact;
7— filter by CRM object profile the document originated from.



You must also see:

  • Document Templates

  • Access to Templates


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