Templated Emails

Documents sent via email can be templated in a manner to personalize the body of the email. This is done by inserting "placeholder" into a template. These placeholders represent data that will be pulled from the database transaction. An example of a very basic email body as shown below can be constructed for a Sales order Acknowledgement:

Attention Martha,

Please find the attachment which acknowledges our receipt of your order# M10-562. Please review and reply to Sales@Source.as if you find any discrepancies.

Thank, Doug Source Associates

The above content was generated by a template design containing two placeholders shown below:

Attention [Contact],

Please find the attachment which acknowledges our receipt of your order# [CustomerPO]. Please review and reply to Sales@Source.as if you find any discrepancies.

Thanks, [User] Source Associates

The template is defined under File Maintenance - Printing - Document Control.

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Available Placeholders are listed below and are case-sensitive:

to show the customer's account number

  • [customer]
  • [Customer]


to show the customer's name

  • [CustomerName]
  • [customername]
  • [customerName]


to show the contact's name (ordered by from sales orders/sales invoices)

  • [Contact]
  • [contact]


to show the user's name

  • [User]
  • [user]


to show the vendor's account number

  • [Vendor]
  • [vendor]


to show the vendor's name

  • [VendorName]
  • [vendorname]
  • [vendorName]

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