Link a message template

Once you have added the message templates, you have to link them to the correct process.

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Description

By default, the supplied example message templates are linked to each message type. If you have added new message templates, you can link them instead of the example message templates. In that case, the new message templates become the default message templates. This applies to the E-mail and Output actions.

Where you link the new message templates depends on the situation:

  • Sales process

    You link message templates for the reports of the sales process to the sales contacts via the Sales contact profile.

  • Purchase process

    You link message templates for the purchase process reports to the purchase contacts via the Purchase contact profile.

  • Course administration

    You link the message template for the course confirmation in the course properties.

  • Financial process

    You link the message templates for the reminder, payment specification and account statement in the settings in Profit Financieel.

  • InSite and OutSite

    You link these message templates in the properties of the site.

  • Workflow for OutSite

    You can link a message template to a task or an action. If the dossier item is passed on to the task or the action, the linked message is automatically sent to the person you selected. This functionality is only available for OutSite. That means, for example that you cannot link it to the Leave request workflow for InSite.

  • HR processes

    At different locations, you link the message templates for pay slips and annual statements, the report sets and the education documents. You link the message templates for the pay slips, annual statements and report sets in the employer's properties.

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Usage: