Link a message template for InSite or OutSite

You must still link a message template that you have added in order to e-mail messages for InSite or OutSite in the site properties. This message template is sent along as an e-mail message with the report in PDF format.

You link message templates for the order process in the purchase/sales contact profile; you link message templates for reminders, account statements and payment specifications in Profit Financial.

To link a message template for InSite or OutSite:

  1. First add the message template if you have not already done so.
  2. From here, follow the procedure in Link a message template in the site properties.

See also:

Directly to

  1. Link a message template
  2. Message template
  3. Link a message template in a purchase/sales contact profile
  4. Link a message template for reminders, account statements and payment specifications
  5. Link a message template for InSite or OutSite
  6. Link a message template for a course confirmation
  7. Link a message template to a workflow task for OutSite
  8. Link a message template for pay slips and annual statements
  9. Link a message template for report sets
  10. Link a message template for education documents