Creating & Using Email Templates

Emailing the people you do business within cieTrade has just gotten easier! With our Email Templates, we have given you the ability to create or select a preset template that will automatically populate the information from the template, including the subject and body of the email, when emailing certain documents to your Counterparties.

To find your Email Templates, go to Settings > Email Templates.

There are pre-made templates already created in your system, or you can create your own template by clicking the +New button.

Template: This is what will appear in the email template drop down on the email page.

To be used with document or form: Drop down list of available documents to link this particular email template to. When you email the document selected, this email template will automatically populate.

From: The email address that this template will always be sent from.

CC: The email address that will always be CCed for this template. (OPTIONAL)

BCC: The email address that will always be BCCed for this template. (OPTIONAL)

Subject: Title of the email.

Check to set this template as the default: If the Default checkbox is checked, the template will automatically populate on the email page when the selected document is emailed. If the Default checkbox is unchecked, the user will have to manually select the template from the Template dropdown on the email page for it to populate the information.

Insert Placeholders: This dropdown is used to select the placeholder you would like to insert into the body and/or subject of the template. Placeholders are used to be replaced with the information from the particular transaction being emailed.

Example- "The invoice %InvoiceNumber% is attached with this email." This sentence created on the template will populate in the email page as "The invoice 10052 is attached with this email."

When you are ready to email someone a document, on the  Send an Email page, select the Template you would like to populate(if you checked 'Default' in the email template, it will automatically populate without needing to select). Enter, or select from the appropriate buttons, the email address(es) in the To..., CC..., and BCC... fields. Once you have completed entering all the information needed on the email, click Send.