There are many different types of emails, but some can be standardized, usually called Email Templates or Standard Replies.

1. Pre-requisite

No Pre-requisite required

2. How to create an Email Template

To create a new Email Template, go to:

Admin > Build > Email Template

2.1 How to use Email Template

Email Templates can be used in the email section of the document in the "CC, BCC & Email Template" field. StrideERP will retrieve the subject and response based on the selected template.

For each document, you can use Customize Form to set a Default Email Template.

2.2 How to get fieldnames

Your email template may contain fieldnames that correspond to the fields in the document from which you are sending your email. By using Customize Form and selecting the document type, you can find out all fields of any document.

2.3 Using HTML to build the template

Toggle the “Use HTML” Checkbox to switch between a text editor and a code editor. That allows greater control over the body of the email, as well as the ability to use Jinja Features such as loops.

2.4 Templating

A template is compiled using Jinja.