Transmittal Email Template

Setup required before use	Who can use it?	Where is it?
Transmittals Project Contacts Staff records	Create email template allowed by Director Administrator System Administrator   All user access levels can use the template.	Administration Tools > Email Templates

The header of the email template controls what name or title for the template will be shown in the sending transmittal drop down list. Use the user access level on the template header to control which staff members can use the email template.

Create the email template header by:

1. Go to Administration Tools > Email Templates List.
2. Click the New button in the top toolbar.
3. Type the name of the transmittal email template.
   
4. Select 'Transmittal' from the Template Type drop down list.
5. (Optional) Change the user access level.
6. Save .

Use the email template editor to setup what text will be shown in the body of the email. Change the font, text size, colour, or alignment of the text to be shown in the email. Add Synergy bookmarks to automatically populate data into the email output from the Project or Transmittal. Create the email body by:

1. Click the Email Template Editor button in the toolbar.
2. The 'Body' tab is selected by default.
3. Type the required text into the email body.
4. Format the text by selecting the text and choosing the font type, size, and colour from the font panel.
5. Align the text by selecting the text and choosing the alignment option (Left, Right, Centred, or Justified) from the paragraph panel.
6. Add Synergy bookmarks to the email by:
   1. Locate the bookmark in the panel on the right side.
   2. Place the cursor in the position you want to add the bookmark within the email body.
   3. Click the bookmark to add it to the cursor position.
   4. Repeat for each bookmark you require in the email.
7. Save .

Choose what text and Synergy bookmarks will be shown in the subject line of the email output. Setup the email subject line by:

1. Click the Email Template Editor button in the toolbar.
2. Select the 'Subject' Tab.
3. Type the required text into the Subject box.
4. Add Synergy bookmarks to the email subject by:
   1. Locate the bookmark in the panel on the right side.
   2. Place the cursor in the position of the subject line that you want to add the bookmark.
   3. Click the bookmark to add it to the cursor position.
   4. Repeat for each bookmark you require in the subject line.
5. Save and Close .

Template Header	Template Body	Template Subject	Sample Output
Setup the name of the template that is shown in drop down lists, and select which users can use the it.	Add the text to the email body, and insert any Synergy bookmarks.	Create the text for the email subject line, and include any Synergy bookmarks.	View a sample of the email template output from the Project > Transmittal > Send process.