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HTML Formatting - HTML Templates

This page describes using HTML Templates in Mails in Standard ERP. Please refer here for more details about HTML formatting.

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If you are using HTML formatting in Mails, you can use HTML Templates to help ensure each Mail is formatted correctly so that it conforms to corporate identity.

To create a new HTML Template, simply open the HTML Template register in the Email and Conferences module and create a new record:

Enter a Code and a Comment, and use the area that occupies the majority of the screen to design the HTML Template. The HTML tools are same as those in the Mail window, as described here.

When you tick the HTML box in a Mail, a Template field will be added to the Mail:

Use 'Paste Special' to choose the HTML Template than you need. The Template will be brought in to the Mail body:

Choose the HTML Template before adding any text to the Mail, because the HTML Template will overwrite any text that you have already entered.

If you want to specify that a particular HTML Template will be used in all Mails added to a particular Mailbox, specify that Template in the Default template field in the Mailbox properties window, and select the Force Default Template option. This option will mean that you cannot change the HTML Template in Mails. It is not recommended that you use this option if you are using more than one Default HTML Template in your Mailboxes and Conferences, because they will clash. If you do not want to force the use of a particular Template, but you do want a Template to be specified in every Mail, tick the Force Template Selection when Creating Formatted Mails option.

The Conference properties window has the same HTML Template options, which will be used when you add Mails to the Conference from the Conference browse window (i.e. when you open the Conference and create a new Mail). They will not be applied when a user sends a Mail to a Conference from their own Mailbox (the formatting options set in their Mailbox properties will be applied in this case).

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Sending and Receiving Mail in Standard ERP:

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