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(Created page with "<translate> == E-mail Templates == ''E-mail templates'' is used to set up predefined templates to be used in various places in Pro 9 where an e-mail is sent, e.g. on the [[{{Link}}ApplikationAdmin_SendEmail|e-mail users view]] or for inviting new [[{{Link}}ProOpinion|ProOpinion users]]. You are able to create and order the templates in different categories and languages. '''Note:''' If module [[{{Link}}ProOpinion|ProOpinion]] is installed use the ProOpinion catego...") |
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== E-mail Templates == | == E-mail Templates == <!--T:14--> | ||
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''E-mail templates'' is used to set up predefined templates to be used in various places in Pro 9 where an e-mail is sent, e.g. on the [[{{Link}}ApplikationAdmin_SendEmail|e-mail users view]] or for inviting new [[{{Link}}ProOpinion|ProOpinion users]]. | ''E-mail templates'' is used to set up predefined templates to be used in various places in Pro 9 where an e-mail is sent, e.g. on the [[{{Link}}ApplikationAdmin_SendEmail|e-mail users view]] or for inviting new [[{{Link}}ProOpinion|ProOpinion users]]. | ||
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You are able to create and order the templates in different categories and languages. | You are able to create and order the templates in different categories and languages. | ||
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'''Note:''' If module [[{{Link}}ProOpinion|ProOpinion]] is installed use the ProOpinion category to changing the default e-mail template for creating a new ProOpinion user, marked as a system template. | '''Note:''' If module [[{{Link}}ProOpinion|ProOpinion]] is installed use the ProOpinion category to changing the default e-mail template for creating a new ProOpinion user, marked as a system template. | ||
=== How to - Show E-mail Templates === | === How to - Show E-mail Templates === <!--T:18--> | ||
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# Click on the [[{{Link}}ApplikationAdmin_Default|role Application Maintenance]] in the navigation menu | # Click on the [[{{Link}}ApplikationAdmin_Default|role Application Maintenance]] in the navigation menu | ||
# Select '''Push email settings > E-mail templates''' | # Select '''Push email settings > E-mail templates''' | ||
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=== How to - Add a new E-mail Template === | === How to - Add a new E-mail Template === <!--T:20--> | ||
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# Click '''add''' [[Image:Icon Add.png]] | # Click '''add''' [[Image:Icon Add.png]] | ||
# Enter a '''name''' for the e-mail template | # Enter a '''name''' for the e-mail template | ||
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#:* Set what language the e-mail template is written in so that it's simple to filter for e-mail templates with a specific language | #:* Set what language the e-mail template is written in so that it's simple to filter for e-mail templates with a specific language | ||
# Enter a '''text''' to your e-mail template | # Enter a '''text''' to your e-mail template | ||
#:* Drag in the right bottom corner of the field to change size horizontally and/or vertically | |||
# Click '''save''' | # Click '''save''' | ||
=== How to - Send a Template as a Test E-mail === | === How to - Send a Template as a Test E-mail === <!--T:22--> | ||
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# Check the box for the template you want to send as a test e-mail | # Check the box for the template you want to send as a test e-mail | ||
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select '''send a test e-mail''' | # Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select '''send a test e-mail''' | ||
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=== How to - Edit an E-mail Template === <!--T:11--> | === How to - Edit an E-mail Template === <!--T:11--> | ||
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# Click '''edit''' [[Image:Icon Edit.png]] next to the template you want to change | # Click '''edit''' [[Image:Icon Edit.png]] next to the template you want to change | ||
# Edit or fill in the fields you like to change | # Edit or fill in the fields you like to change | ||
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=== How to - Add a new Category === <!--T:13--> | === How to - Add a new Category === <!--T:13--> | ||
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# Click '''add''' [[Image:Icon Add.png]] | # Click '''add''' [[Image:Icon Add.png]] | ||
# Enter a '''name''' for the category | # Enter a '''name''' for the category | ||
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=== How to - Edit a Category === | === How to - Edit a Category === <!--T:26--> | ||
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# Click '''edit''' [[Image:Icon Edit.png]] next to the category you want to change | # Click '''edit''' [[Image:Icon Edit.png]] next to the category you want to change | ||
# Change the category name | # Change the category name | ||
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=== How to - Remove an E-mail Template/Category === | === How to - Remove an E-mail Template/Category === <!--T:28--> | ||
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# Check the box for the template/category you want to remove | # Check the box for the template/category you want to remove | ||
# Select '''delete''' in the action menu [[Image:Icon Links.png]] to the left in the toolbar | # Select '''delete''' in the action menu [[Image:Icon Links.png]] to the left in the toolbar | ||
=== How to - Export to Excel === | === How to - Export to Excel === <!--T:30--> | ||
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# Click on '''Action menu > Export to Excel''' [[Image:Icon Links.png]] | # Click on '''Action menu > Export to Excel''' [[Image:Icon Links.png]] | ||
# Click on '''save''' to download the file to your computer | # Click on '''save''' to download the file to your computer | ||
Latest revision as of 05:53, 16 May 2023
E-mail Templates
E-mail templates is used to set up predefined templates to be used in various places in Pro 9 where an e-mail is sent, e.g. on the e-mail users view or for inviting new ProOpinion users.
You are able to create and order the templates in different categories and languages.
Note: If module ProOpinion is installed use the ProOpinion category to changing the default e-mail template for creating a new ProOpinion user, marked as a system template.
How to - Show E-mail Templates
- Click on the role Application Maintenance in the navigation menu
- Select Push email settings > E-mail templates
- The view e-mail templates is displayed
How to - Add a new E-mail Template
- Click add
- Enter a name for the e-mail template
- Select a category from the dropdown list
- If module ProOpinion is installed use the ProOpinion category to changing the default e-mail template for creating a new ProOpinion user, marked as a system template
- Select a language from the dropdown list
- Set what language the e-mail template is written in so that it's simple to filter for e-mail templates with a specific language
- Enter a text to your e-mail template
- Drag in the right bottom corner of the field to change size horizontally and/or vertically
- Click save
How to - Send a Template as a Test E-mail
- Check the box for the template you want to send as a test e-mail
- Click the icon
to open the action menu in the toolbar above the table, and select send a test e-mail
How to - Edit an E-mail Template
- Click edit
next to the template you want to change - Edit or fill in the fields you like to change
- Click save
How to - Add a new Category
- Click add
- Enter a name for the category
- Click save
How to - Edit a Category
- Click edit next to the category you want to change
- Change the category name
- Click save
How to - Remove an E-mail Template/Category
- Check the box for the template/category you want to remove
- Select delete in the action menu to the left in the toolbar
How to - Export to Excel
- Click on Action menu > Export to Excel
- Click on save to download the file to your computer