Email templates

Email templates define the content of emails sent from within VOW. Each template has a type that determines when it can be used.

Email templates list

The email templates list shows all email templates in your organisation, with columns for name, type, description, and whether it is active. Use the Search field to filter by name or description, or click the button to reload the list.

Creating an email template

Click the New button to open the "create email" dialog.

Fill in the fields below and click Save to create the email template.

Field	Description
Template name	The name shown in template selection lists throughout the system.
Template type	The type of record this template is used on: Valuation, Project, Request, or Quote.
Description	Optional description of the template's purpose.
Recipient(s)	Select one or more recipients. The email will be sent to these contacts.
Subject	The subject line for the email. Supports dynamic fields from the record. Required.
Email body	The body of the email. Supports rich text formatting and dynamic fields from the record.
Signature	The signature to append to the email.

Reply-to addressAction

Adds a reply-to address field to the template.

Select a role whose email address will be used as the reply-to address on emails sent using this template. When set, replies from recipients will be directed to that role's address rather than the sender's.

ccAction

Adds a CC field to the template.

Select one or more contacts to copy on the email. CC recipients are visible to all other recipients.

bccAction

Adds a BCC field to the template.

Select one or more contacts to blind copy. BCC recipients are not visible to other recipients.

ActiveToggle

Controls whether the template is available for selection.

When enabled, the template appears in selection lists and can be used when composing emails. When disabled, the template remains in the list but cannot be selected.

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If you change the Template type on an existing template, a confirmation dialog will warn you that any incompatible fields in the template will be removed.

Click Save to create the template.

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If you close the editor with unsaved changes, you will be asked whether to save, discard, or continue editing.

For more on sending emails and working with the email editor, see the Email reference page.

Reordering email templates

Click Reorder to open the reorder dialog and drag templates into your preferred order. Only active templates appear in the reorder dialog.

Use the Filter by template type dropdown to narrow the list to a specific type before reordering.

Click Reset order to discard any unsaved drag changes and return to the previously saved order. Click Save order to commit your changes.

Managing templates

EditAction

Double-click a row or click the button to open the template editor.

CloneAction

Click the button to open the editor pre-filled with the original's details.

DeleteAction

Click the button. A confirmation dialog shows the template name and description before proceeding.