Creating and Using Email Templates

This article will show you how to set up email templates in Clik Service, including how to attach documents from different modules using print templates.

Go to Settings > Settings.

Then select Communication > Email Templates.

You can create, edit and delete your email templates.

Click the ‘New Template’ button.

Here we can fill in the email template details.

Add a title and choose which module it will be used in by selecting a type.

Next, we can add a from address, subject, attachments and content.

The “from address” is the sent from email address.

You can add an attachment file to the email by clicking the folder icon and then choosing a file.

Now we can add some content.

In the lower text box, we can add our content. We can also add tags.

Tags are used to pull relevant information from different modules.

For example, we’re pulling through a purchase order number to use in the email subject and in the email content.

If you do not need a print template when emailing, un-check ‘Enable Print Template Selection’. This will not generate a PDF of the module you are sending.

To add multiple print templates, click the on ‘Print Templates’ tab.

Here you can see all the different modules that the email template could link to. Select which print template/s you want to use.

NOTE: If you want the print templates to compile into a zip folder, they must be using the V3 templates.

Now, when you go to email in one of the modules, you will have each different module item that is linked.

In our example, we have a job sheet that has a quote and service incident linked to it.

Each print template will then be attached to the email when emailing the purchase order.

Now you have set up your email templates and print templates.