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New email sending functionality: how it works and how to configure it

Benefit: simpler and more consistent email notification sending.

InfoTrans is gradually transitioning to a unified email template system.

Depending on the object being sent, such as invoices, CMR documents, order documents, carrier agreements, etc., you can access the email templates from the sending window and:

   •  create templates for both the email subject and email body using variables;
   •  configure senders and recipients;
   •  depending on the object being sent, define the order of attached files;
   •  use extended options for merging and renaming files directly in the sending window.

More details about the most commonly used sending windows:

   •  invoices: link

 
   •  order documents
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HOW TO CREATE TEMPLATES?

You can access the templates via the tools icon, a notification, or directly from the sending window:

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EDITING EMAIL TEMPLATES

In the templates, you can select the required recipients and senders, and edit the email body and subject:

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In the editing window, you can enter not only static information but also dynamic information by using variables:

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