Email Word Template

Set up the template

1. Choose the icon, enter Report Selection, and then choose the related link.

2. Select the report for which you want to change the template.

   Note

   An email template is only available for Timber Reports with the "Send by Email" action.

3. On the right side, find the Email Body Layout Name field. Click on the button and choose the right Word-template.

4. Activate the Use for Email Body field.

Adjust the Greeting Text

1. Choose the icon, enter Salutation, and then choose the related link.
2. Here you can create a new salutation or use the standard.
3. Click Formula.
4. Here you can select a language code and the salutation type. If you want to change the greeting text, you have to write it in the salution field.
5. Next, 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, 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 icon, enter Timber Reports, and then choose the related link.

2. Select the report you want to change and click Mail Texts.

3. Choose a language code.

   Note

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

4. Write a body text of your choice.

5. Go back to the email template and then it should change.

Adjust the overall template

1. Choose the icon, enter Report Selection, and then choose the related link.

2. Select the report for which you want to change the template.

   Note

   An email template is only available for Timber Reports with the "Send by Email" action.

3. On the right side, find the Email Body Layout Name field. Click on the button to find the template which you want to adjust.

4. Click Export Layout to download the Word-file.

5. Open the downloaded Word-file and adjust the overall layout.