Edition: Professional, Business, Enterprise
User-level: System administrator
Use email templates to determine the email subject and sender name when issuing documents and invoices from Synergy.
How to edit email templates?
Organisation menu > Settings > Templates > Email
Edit the From name and Invoice subject
Save in the top right hand corner
Email templates fields
From Name: The display name when sending or sharing invoices. Defaults to the sender's name if left blank.
Invoice Subject: The subject line for sent or shared invoices. Defaults to Invoice #[InvoiceNumber] for [ProjectNumber] - [ProjectName] if left blank.
This applies only when sending from the invoice screen or sharing to the portal.
Email template bookmarks
Bookmarks determine the data pulled through to the subject line when sending documents from synergy.
Available bookmarks: [OrganisationName], [InvoiceNumber], [ProjectNumber], [ProjectName]