Send emails and attached documents
- 42 Min.
- Modul
- 8 Einheiten
- Document Output
Email templates are essential elements of Document Output. These templates determine how your emails are formatted, what is included in the message and attachments, and which versions are available for sending to different customers and vendors.
This module is part of the learning path, Get Started using Document Output.
Lernziele
This module will get you ready to send a range of document types in your preferred styles of communication to meet the needs of your customers and your internal stakeholders.
By the end of this module, you will know:
- How to apply style and formatting to email templates
- How to set up merge fields in your email templates and signatures
- Why you would create variants of email templates
- How to use template email signatures
- Which settings to choose for PDF attachments
Voraussetzungen
You should already have:
- Basic knowledge of how to use and navigate in Business Central.
Tipp
Continia Partners can create a demo environment from PartnerZone for which a user ID and password are required.