Email Template Editor

The email template header defines the name shown for the template in drop down lists, and which staff access levels will have access to use the template. To setup the email header:

1. Click the Add in the list.
2. Enter the name which will appear in drop down lists.
3. Select the template type of 'Invoice' from the list.
4. Select which staff access level and above can use this email template.
5. Type a description which will appear in email templates list.
6. (Optional) Check the 'Default' box to have this template be the default template to be chosen for invoice emails.
7. Save and Close .

Click the above picture to view the email template header.

Define what email subject line will default to the new email message created from Synergy. To setup the email subject:

1. Select the email template header in the list.
2. Click the Email Template Editor button.
3. Click the Subject tab.
4. Enter the text for the email subject into the 'subject' field.
5. (Optional) Add bookmarks to the Subject line by placing the cursor into the location you want the bookmark, and then selecting the bookmark from the Bookmarks Panel.
6. Save.

Click the image above to view the email subject with bookmarks included.
The bookmarks will automatically populate the invoice number and project number into the email subject line.

Define what the content of the email will default to in the new email message created from Synergy. To setup the email body:

1. Select the email template header in the list.
2. Click the Email Template Editor button.
3. In the Body tab type the text of the email.
4. Use the Font settings to choose which font type, size, and colour will be applied to the entire email (or a section of text).
5. Use the Paragraph settings to add numbered or bulleted lists, and choose the text alignment.
6. (Optional) Click the Insert tab and choose Insert Tables. Choose how many columns and rows will be added for the table to the email. Adding tables to the email body can help you align text to appear in the same location (see invoice table in the example below).
7. (Optional) Click the Insert tab and choose to add a Hyperlink. This allows you to add a link to a web site to the email body. For example you could add a link to your companies web site in the email body.
8. Add bookmarks to the email body to have data from Synergy automatically populated into the new email message. To add a bookmark:
   1. Click into the body of the email where you want the bookmark to be positioned.
   2. Find the bookmark you want in the 'Bookmarks Panel' on the right, by using the scroll bar.
   3. Single click the bookmark name in the list, and it will be added to the email body.
   4. Repeat this process for each bookmark you want to add to the email.
   5. Use the font formatting options to choose the font type and colour for the bookmarks.
9. Complete the formatting for all text in the email.
10. Save and Close.
11. The email template is now ready for use.

Click the image above to view a invoice email template body.
A table has been added to this email to keep the invoice totals in alignment.

Where the email template can be used will depend on the type selected on the header. In this example we have created an 'Invoice' type email template, and this can be used on the Project > Invoices tab. To use the email template, select the email address shown for the invoice contact on the Project Invoices tab, and the email wizard will be shown. Once the email has been created by the wizard the output will look similar to the below image.

Click the image above to view a sample invoice email created using the template.

1. TablesThis will insert a table where the cursor is located in the email body. Choose how many rows and columns should be added to the inserted table from the drop down list.
2. HyperlinkThis will add a hyperlink to an external web page or a bookmark location in the document. Define what text is shown in the email content. Use the Target frame drop down to decide if the link will show the content in the same window or open in a new window.
3. BookmarkAdd a bookmark in the email body, for use with the hyperlink feature. This allows you to create a link at the top of the document, to jump straight to that place in the document.
4. SymbolClick the symbols button to choose a symbol to insert from a font set. For example you can insert © or ® symbols to the email body.
5. Date and TimeAdd a date or time field to the email body. Check the 'update automatically' box to have the date or time information automatically updated to be today's date and the current time when the email template is used. To update the field in the email template to see the current date/time, right mouse click on the added information and choose 'update field' from the menu.

1. CutHighlight text and select cut to remove it from the email body, and save it to the clipboard to be pasted into another location in the email body.
2. CopyHighlight text and select copy, to save it to the clipboard to be pasted into another location in the email body.
3. PasteSelect a location in the email body to insert the content from the clipboard.
4. HyperlinkInsert a link to an external web site in the email template. Learn more about using the Insert hyperlink pop-up.
5. FontThe font properties pop-up allows you to change the font type, size, colour and effects. Learn more about using the Font properties pop-up. Highlight the section of text you want to update, before you choose this option.
6. ParagraphThe Paragraph properties allows you to change the alignment, indentation, and spacing of the text. Learn more about using the Paragraph properties pop-up. Highlight the section of text you want to update, before you choose this option.
7. Table options
   The following table actions are available if you have clicked within a table that has been added to the body of the email. Learn more about how to add a table to your email template.
   1. InsertAdd a new row above or below the highlighted row, or add a column to the left or right of the highlighted row.
   2. DeleteDelete the row or column to remove it from the table. Or choose to remove the entire table.
   3. SelectChoose to select the cell, column, row, or table. Once the item is highlighted you can then apply font or paragraph settings.
   4. MergeHighlight more than one cell in a table, and the option to merge cells will be enabled. This will allow you to join the highlighted cells in the table together.
   5. Table BordersAdd a border to the entire table or a selected cell. Choose the style, colour, and width of the border in the table borders pop-up. Click OK to apply the table border.
   6. Cell AlignmentChoose if the text is aligned to the top, bottom or middle of the cell.
   7. AutofitChoose if the table will 'Autofit to window' which will automatically adjust the table to fit in the email window as it is resized, or if the columns are 'fixed width' based on the size you drag the columns to be in the template.
   8. Table PropertiesUse the table properties pop-up to add indent or padding to all the cells in the table, or set the width of a column, or adjust the cell background colour.