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The System Email Template screen is used to create email templates used in Framework Logistics Tablet, Claims and Receipts. Templates allows users the ability to add merge fields from Framework ECM to display specific job information.

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Creating An Email Name

Before a new email template can be created, it needs to be assigned an email name. An email name is simply a placeholder - such as Logistics - Called, or Logistics - Called Off - for the email template.

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Inserting field codes allows email templates to include captured data directly into a template. Multiple fields can be inserted into an email template.

Info

Example

Instead of typing a client's name, use the Client Name field code to include the client name in the email template.

On the General tab of the Email Template dialog:

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