E-Mail templates
Overview
Email Templates allow you to customize automated email notifications sent from DocBits. Templates can include dynamic fields (e.g., {{FieldID}}
), images, and HTML formatting.
Accessing Email Templates
Navigate to: Settings → Global Settings → Email Templates
The dashboard displays all templates with:
Name
Subject
Last Modified date
Actions (Edit or Delete).

Creating a New Template
1 Basic Setup
Click New.
Fill in the fields on the right:
Name: Template identifier (e.g., "Document Error").
Subject: Email subject line (e.g., "Action Required: Document Error").
Document Type: Select from the dropdown (e.g., "Invoice").
2 Template Editor
Menu: Format text, add links, or insert tables.
HTML Editor: Click the
<>
icon to edit raw HTML.Add Images: Use the Upload function.
Dynamic Fields: Insert document field values by
Variable Field Option: Select from a dropdown.
Manual Entry: Type
{{FieldID}}
(e.g.,{{InvoiceNumber}}
).
3 Saving
Click Save to store the template.
Sending a Test Email
Open the template and click Send Test.
Enter:
Recipient Email (required).
Field Values (optional; mock data for placeholders).
Review the test email and adjust the template if needed.
Using Templates in Notifications
Saved templates can be linked to Email Notification workflows (e.g., approval reminders, status updates).
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