Email templates
Email templates are ready-made blocks of text for sending email out of Docuflair. Instead of writing the email text anew for every workflow, you create the templates once, centrally, and then reuse them in various workflows.
You reach the email templates through the menu navigation under System > Email settings, on the Templates tab.
Permission required
To access this function you need the following permission:
- Show the template list (
AdminUI_EmailConfiguration_ListTemplates)
Permissions are granted through groups — see permissions – overview.
Email templates allow reusable email texts to be managed centrally for use in workflows and output configurations. That is how you define consistent email content for various scenarios in advance.
Overview
Section titled “Overview”By default you see a list of every email template present. Each template contains the following information:
- The name
- The description
- The date created
- The date last changed
Creating
Section titled “Creating”A click on Create template sets a new email template up. For more, see creating an email template.
Editing
Section titled “Editing”A click on an existing template opens the editing dialog. For more, see editing an email template.
Deleting
Section titled “Deleting”A click on the delete icon removes the template. Workflows using that template are reset to the default template automatically.