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Email templates

Migration notice: This page was converted from the legacy TO3000 3D CHM. Classification: KEEP. Legacy wording is evidence only — verify against current TO3000 7.1 / qa before treating as authoritative.

Here you can create and edit Email templates - standard messages meant to accompany template based documents when sending them to your clients via the Mail Sender.

settings mail templates

The left frame contains the list of RTF template-based documents, and the right frame contain a list of email templates for the currently selected type.

Use the New, Edit and Delete buttons to manage the email templates.

When editing E-mail Templates, you can add the same variables that are used in the corresponding RTF templates both to the subject line and the body of the e-mail. See below for a list for links to topics covering all variables.

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See also:

Mail Sender

Common template variables

Project template variables (With Projects Mode only)

Quotes template variables

Client Jobs template variables

Invoice template variables

Credit note template variables

Payments template variables

Refund template variables