This article shows you how to create Email Layouts that can be used to generate the subject and the body of an e-mail when sending electronically signed documents.

 

The Email Layouts page

 

You can easily find the Email Layouts in the system using the search bar, or you can open the list also from the Electronic Sign Setup page.

 

A képen szöveg, képernyőkép, Betűtípus, szám látható Előfordulhat, hogy az AI által létrehozott tartalom helytelen.

 

Before sending, Business Central checks the language code of the document and selects the appropriate record from the list based on that. Accordingly, you need to create one or more Email Layouts, depending on how many language codes are used in communication with your partners.

 

A képen szöveg, képernyőkép, sor, Betűtípus látható Előfordulhat, hogy az AI által létrehozott tartalom helytelen.

 

We can specify the following fields:

  • Code: Enter a unique identifier for the e-mail template
  • Description: You can specify a name of your choice, which will help us easily recognize the purpose of the template
  • Language Code: Specifies which language code the template will be used for
  • Subject: Specifies the subject of the e-mail
  • Default: Specifies which of the e-mail template is default. During the setup, you need to select one of the templates as the default. The default template will be used if the value of the language code is not specified (empty) in the document.
  • Mail format: You can chose whether the outgoing message format should be plan text or HTML
  • Body Imported: The check mark in the field means that the body of the message has been already prepared for the template or not.

In the Subject field and template body you can use placeholders that the program replaces with specific values when creating the e-mail. Such as the placeholders below:

  • %1 – Type of the electronic document, e.g.: invoice, credit note
  • %2 – Number of the electronic document, e.g.: KVS21/00321
  • %3 – Type of the partner associated with the electronic document, e.g.: Customer
  • %4 – Number of the partner associated with the electronic document, e.g.: V23866
  • %5 – Date and time of creation of the electronic document
  • %6 – Name of the partner associated with the electronic document

 

Create message body with the text editor

 

Create the message with Notepad or another similar text editor application. If you want to create an HTML message, use an HTML editor to create it. Save the result to a TXT or HTML file, making sure that it is saved in UTF-8 encoding.

 

A képen szöveg, képernyőkép, szoftver, Számítógépes ikon látható Előfordulhat, hogy az AI által létrehozott tartalom helytelen.

 

The message body can be created using the Import Message button on the menu ribbon.

 

A képen szöveg, Betűtípus, sor, képernyőkép látható Előfordulhat, hogy az AI által létrehozott tartalom helytelen.

 

Create a message body using the built-in editor.

 

Now you are ready to send electronic document notifications manually or automatically.