Email Template

The email template provides users with predefined email messages. The subject, recipients (To, Cc, Bcc) and the HTML content are defined in the template editor. Dynamic content is inserted using the {{FieldName}} syntax, populated by Forms fields and Fields.

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Creating a Template

1. In primedocs Desktop, click «New Template» and select «Email» (Microsoft Outlook category).
2. In the template editor that opens, click «Editor» to open the HTML template editor.
3. Select the document language from the drop-down menu.
4. Enter the subject line.
5. Enter email addresses in To, Cc and Bcc (separated by semicolons ;).
6. Prepare the email content in Outlook (New). Use the primedocs Add-In (Templating menu) to generate the HTML.
7. Copy the HTML into the «HTML Content» field in the template editor.
8. Insert dynamic fields using the {{FieldName}} syntax.
9. Create the plain text using «Extract text from HTML».
10. Save and test the template.

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Example

<p>Hello {{Recipient.FirstName}} {{Recipient.LastName}}</p>
<p>{{Forms.Email.Body}}</p>
<p>
  Kind regards<br/>
  {{Profile.User.FirstName}} {{Profile.User.LastName}}
</p>

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Disable signature

If an email template already embeds the signature in its content, the template flag "Disable signature" prevents an automatic Outlook signature from being added on top.

note

The flag is honoured by the Desktop Client's Outlook add-in (Outlook Classic) — both when the recipients change (internal ↔ external) and when the sender switches to a shared mailbox. In both cases a signature that Outlook inserts automatically is removed, so the signature embedded in the template is preserved.