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E-Mail templates
Overview
Email Templates let you customize the automated emails that DocBits sends — for example approval reminders or error notifications. A template defines the subject line and body, and can include dynamic fields (e.g. {{InvoiceNumber}}), images and rich-text formatting.
Accessing Email Templates
Navigate to Settings → Communication & Notifications → Email Templates. The list shows every template with its Name, Subject, Document Type, Last Modified date and Actions (edit or delete).
The Email Templates list
Creating a Template
Click + New in the top-right corner.
Fill in the fields:
Name — a descriptive identifier (e.g. "Document Error Notification").
Document Type — the document type the template applies to (e.g. INVOICE).
Include Document As Attachment — enable this toggle to attach the source document to the email.
Subject — the email subject line. Click the + button next to the field to insert a dynamic field, or type {{FieldID}} directly.
Design the body in the rich-text editor — format text (bold, italic, lists, alignment), insert images with Upload, edit raw HTML with the <> button, and use the + button to insert dynamic fields.
Click Save.
The template editor — name, document type, attachment toggle, subject and rich-text body
Dynamic Fields
Dynamic fields are replaced with document data when the email is sent. Insert them with the + button, or type them manually using double curly braces:
{{invoice_id}} — the invoice number
{{supplier_name}} — the supplier name
{{total_amount}} — the total amount
{{status}} — the current document status
Sending a Test Email
Click Send Test in the editor, enter a Receiver Email address, and click Send. DocBits sends a preview of the template so you can check the layout and verify that the dynamic fields resolve correctly before saving.
The Send Test dialog
Using Templates in Notifications
Saved templates can be linked to Email Notification workflows — for example approval reminders or status-change updates.
