> For the complete documentation index, see [llms.txt](https://docs.docbits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docbits.com/administration-and-setup/settings/global-settings/e-mail-templates.md).
# 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**
1. Click **+ New** in the top-right corner.
2. 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.
3. 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.
4. 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**](/administration-and-setup/settings/global-settings/email-notification.md) workflows — for example approval reminders or status-change updates.
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