Create email templates - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Intergraph Smart Materials Web Help (10.1)

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Smart Materials/Smart Reference Data Version
10.1

Email templates are used for sending automatic emails for specific events such as inquiry approval or finalization of a quote and so on. You can define your own text templates to use for emails.

What happens when I click the Compile button?

The application performs the following checks:

  • All keywords (master-section-keywords and section-keywords) are included in the body of the email template

  • The keywords are in the right order

  • The parameters are in the right section

  • The used parameters exist in the referenced tables

If the checks are successful, the application displays a message This template is ready to use, else an error message is displayed.

  1. From the Home page, select Administration > Global Setup > Email Setup > Templates.

  2. Click Create Template.

  3. Type the template name.

  4. Select a template type from the Type list.

    SHARED Tip To insert the keywords with CIPs in the Email Content, select Use CIP. For more information on CIP, see Manage Customer Installed Procedures (CIP).

  5. Enter the template description.

  6. Type an email subject.

  7. Enter the body text for the email and then click Save.

  8. Click Compile.