If you find yourself re-creating a similar e-mail over and over again, DocuNote e-mail templates can save you a lot of time.
E-mail templates can be created in Outlook and uploaded to DocuNote or created in DocuNote directly. Creating or uploading email templates can be done by your administrator. Please visit the Managing e-mail templates Administrator guide to learn more.
Additionally, you can pass some metadata values into your e-mails by using special tags in the e-mail templates. For example, you can create references to display document title and document number within the body of the e-mail. For details, see Merging data into e-mail templates MS Office integration - Using e-mail templates later in this manual.
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Please note:
From DocuNote version 6.9, “The new Outlook”-add-in is supported for the most used features
Some DocuNote functions do not work with "The new Outlook". In these cases, the pop-up below will be shown.
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The use of an e-mail template can be initiated based on a Case, Folder, or Document.
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To initiate the use of an e-mail template, select the desired item with the right-click.
In the context menu, choose whether you want to send a shortcut or the item itself.
Cases:
Document:
