The Email templates view

Use these settings to edit the email templates that ReadSoft Online uses when sending notifications.

To access this view in Admin Center: Select an Email templates node in the administration tree-view.

Use these settings when the editing email templates that ReadSoft Online uses when sending notifications:

TEMPLATE

Lists the email templates that are in use at the current account level.

The name of the template reflects the event which causes the email to send automatically.

TEMPLATES FOR PARTNERS

Lists the email templates that are used when creating a new partner. These templates only appear at the subsidiary level. When you create a new partner, the templates listed here are copied to the TEMPLATE list of the partner account.

TEMPLATES FOR CUSTOMERS

Lists the email templates that are used when creating a new customer. These templates only appear at the partner level. When you create a new customer, the templates listed here are copied to the TEMPLATE list of the customer account.

Clicking a template to edit its settings:

Subject The subject of the email.
Body The body of the email.
Enable HTML Lets you use HTML in the email body.
Variables The variables that appear can vary depending on the selected email template.
  • %AccountName% - the name of the partner account.
  • %ApproveUrl% - a link that takes the user to the invoice for approval.
  • %APIKey% - the API key of the partner account.
  • %APIService% - the URL you use to access the API.
  • %CustomerName% - the name of the customer.
  • %Currency% - the currency of the invoice.
  • %DueDate% - the invoice due date.
  • %EmailInputAddress% - the default email address that accepts invoices via the Email input service.
  • %GrossAmount% - the gross amount of the invoice.
  • %ParentName% - the partner or account name.
  • %PasswordLink% - a link that the user can follow in order to set the password.
  • %Reason% - the reason an invoice was rejected by the system or a user.
  • %SiteUrl% - the URL you use to access ReadSoft Online.
  • %Sender% - the user who rejected the invoice.
  • %Services% - the services available.
  • %SupplierName% - the supplier name of the invoice.
  • %SystemUrl% - An alternative to %SiteUrl%, the URL you use to access ReadSoft Online.
  • %TrackId% - the tracking ID of the document.
  • %UserName% - the login name of the user.
  • %WorkflowUser% - the name of the recipient (workflow user) of the notification email.