Email Word Template

Setup the template

1. Choose the and enter Report Selection.
2. Select the report you want to change the template.

Note

Only Timber Reports with the "Send by Email" action have the email template available.

3. On the right side there is a field "Email Body Layout Name". Click on the dots and there you can choose the right word template. Activate the "Use for Email Body" field

Adjust the Greeting Text

1. Choose the and enter Salutation.
2. Now you can create a new salutation or use the standard.
3. Click on the "Formula" action
4. Here you can select a language code and the salutation type. If you want to change the greeting text then you have to write down one in the salution field
5. The next step is to go to the contact page. There you have to choose the contact you want to have the greeting text for.
6. After finding the right contact then the last step is to select the right salutation code.
7. When you are done with it then you can go back to the email template and you should see the changed greeting text now

Adjust the Body Text

1. Choose the and enter Timber Reports.
2. Select the report you want to change.
3. After selecting the right report then you have the action "Mail Texts". Click on it.
4. Choose the language code if you want.

Note

When the language code isn´t filled then it will choose this one without it

5. Write down a body text of your choice
6. Go back to the email template and then it should change

Adjust the overall template

1. Choose the and enter Report Selection.
2. Select the report you want to change the template.

Note

Only Timber Reports with the "Send by Email" action have the email template available.

3. On the right side there is a field "Email Body Layout Name". Click on the dots and there you can choose the template which you want to adjust.
4. Find the action "Export Layout" and click on it. Now the word file should download.
5. Open the downloaded word file and there you can adjust the overall layout.