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

1. Navigate to:\n Settings → Global Settings → Email Templates\

   
2. 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

1. Open the template and click Send Test.\

   
2. Enter:

   • Recipient Email (required).

   • Field Values (optional; mock data for placeholders).

3. 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).