X-ERP Help

Email templates

Create email templates to send documents from X-ERP quickly and easily.

Email templates

Create email templates to send documents from X-ERP quickly and easily.

Email > Settings > Email Templates

Fields

  • Name: Give it a name
  • Group: Select or create clear template groups.
  • Doc type: Each doc type requires a separate template.
  • Language: Store templates in all the languages you need for your partners.
  • Subject: Subject text of the email
  • To:, Cc: and Bcc: can be deposited if necessary.

Matching depressions

  • Email template groups

Related topics

Email template groups

Frequently asked questions

What do I use email templates in X-ERP for?

To create templates to send documents quickly and easily.

What do I use email for in X-ERP?

The email module connects messages with partners and processes so that communication does not remain separated from the business context.

What should I particularly check?

Check recipients, attachments, and sensitive content before sending. Match important messages to the right record.