Templates

The following settings allow you to manage the email templates.

To preserve the formatting decisions made, emails are stored and sent in HTML format.

Data Navigator

Allows navigating between records using standard buttons:

	First record
	Previous record
	Next record
	Last record

Selection List

A template can be selected from a drop-down list (template name).

Save

Saves all settings visible in the content area.

Delete

Deletes the currently selected and visible template and jumps to the first record after deletion.

New

Creates a new empty template ("New empty template - <timestamp> -") at the end of the existing records.

Test

Tests the currently selected and visible template, i.e. an email is sent to the configured recipient of this template.

If the email configuration is complete and active, the template is sent as an email.

Name

The name of the currently selected and visible template. For example, Email Template X.Y

Log

This setting determines whether this template sends a log file as an attachment () or not ().

Description

Here you can enter a description, for example describing the use of this template.

Backup

This setting determines whether this template sends a database backup as an attachment () or not ().

Recipient

Enter an email address here to be used as the default recipient for testing this template.

For example, [email protected]

Subject

Set the subject for this email template here.

You can insert / add placeholders to generate personalized emails with corresponding content at runtime.

Placeholders

You can choose from the following placeholders: Salutation The salutation of an employee/user FirstName The first name of an employee/user LastName The last name of an employee/user BirthDate The date of birth of an employee/user HireDate The hire date of an employee/user Address The private address of an employee/user PLZ The postal code (ZIP) of an employee/user City The city of residence of an employee/user HomePhone The landline phone number of an employee/user MobilePhone The mobile phone number of an employee/user eMail The email address of an employee/user URL The URL of Q-PORTAL

Function Bar

Allows you to design the content of the email template message:

	Select a font from the available options or change it
	Set or change the font size
	Opens the following font selection dialog:
	Set or change the font color
	Use this to increase the font size
	Use this to decrease the font size
	Set / mark selected text as bold
	Set / mark selected text as italic
	Set / mark selected text as underlined
	Create bullet points at the current position or for the selected / marked text
	Create numbering at the current position or for the selected / marked text
	Set text left-aligned
	Set text centered
	Set text right-aligned
	Set text as justified
	Apply a background color to selected / marked text
	Remove the formatting of the selected / marked text
	insert a table at the current position:
	insert a special character from a selectable font at the current position:
	Add an inline image from a file
	Add an image from a file
	insert a placeholder at the current position

Content

The message content that is sent when this email template is used.