Use this guide to locate and edit email templates in the Send documents (3) group. Each section below explains what the template is used for and how to find it in Email templates.
How to locate and edit email template 18.1: Send document to Contact via email
Purpose: Use this template when you want to edit the email sent to a contact when you send a document via email.
Template Details:
Category: Send documents
Template ID: 18.1
Name: Send document to Contact via email
Recipient Type: Contact
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Send documents.
Choose 18.1 Send document to Contact via email.
Select Default variant (or your custom variant).
In the left panel, the group Send documents is selected.
The template 18.1 Send document to Contact via email is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 18.2: Send document to Candidate via email
Purpose: Use this template when you want to edit the email sent to a candidate when you send a document via email.
Template Details:
Category: Send documents
Template ID: 18.2
Name: Send document to Candidate via email
Recipient Type: Candidate
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Send documents.
Choose 18.2 Send document to Candidate via email.
Select Default variant (or your custom variant).
In the left panel, the group Send documents is selected.
The template 18.2 Send document to Candidate via email is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 18.3: Send client booking → Contact
Purpose: Use this template when you want to edit the email sent to a contact when you send a client booking.
Template Details:
Category: Send documents
Template ID: 18.3
Name: Send client booking → Contact
Recipient Type: Contact
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Send documents.
Choose 18.3 Send client booking → Contact.
Select Default variant (or your custom variant).
In the left panel, the group Send documents is selected.
The template 18.3 Send client booking → Contact is highlighted.
Under it, Default is visible as the variant option.