Create Templates in an Outbox
The outboxes dashboard contains templates for email, PDF and SMS which you can use and send to different accounts. To create a new template, pick up any outbox and click the + New Template option. Then, select whether you want to create an email, document or SMS template. Each template, defined separately in each table, have their own respective parameters to be filled up.
New Email Template
| Parameter | Description |
|---|---|
| Name | Primary name of an email. |
| Layout | Format of an email. |
| Template Models | The model used in the template. |
| Category | Preference by which the communication would be sent. |
| Subject | A one-liner subject of the email template. |
| Sender Name | Email senders name. |
| Sender Email | Senders email address. |
| Style Sheets | The style sheet used for email template. |
| Email Body | Body of the email. |
| Media Assets and File Attachments | Any media or other file to be attached with the email. |
| Notes | Any extra notes added in the email template. |
New Document Template
| Parameter | Description |
|---|---|
| Name | Primary name of a document. |
| Filename | Name of the generated PDF file. |
| Document Title | The title of the document. |
| Document Author | Person who wrote the document. |
| Layout | Format of an email. |
| Template Models | The model used in the template. |
| Category | Preference by which the communication would be sent. |
| Print Queue | The queue type for batch print processing. |
| Style Sheets | The style sheet used for email template. |
| Stationary | Item used for PDF documents. |
| Collation Order | A number to control sequence of documents for batch processing. |
| Prologue | Opening of PDF document. You can also add a prologue with the + Add Prologue option. |
| Epilogue | Ending of PDF document. You can also add an epilogue with the + Add Epilogue option. |
| PDF Body | Body of the document. |
| Media Assets and File Attachments | Any media or other file to be attached with the email. |
| Notes | Any extra notes added in the email template. |
New SMS Template
| Parameter | Description |
|---|---|
| Name | Primary name of the SMS. |
| Layout | Format of the SMS. |
| Template Models | The model used in the template. |
| Category | Preference by which the communication would be sent. |
| Sender | SMS senders name. |
| Body | Body of the SMS. You can also preview the SMS via the Preview button. |
| Notes | Any extra notes added in the SMS template. |