Setting up Email templates

Email templates are used when sending remittances, purchase orders and reports via email. Arbor Finance uses these templates when the Email functionality is selected to send documents.

See also Emailing Reports, Purchase Orders and Remittances

There are three email templates:-

• Default template - for sending reports and documents from RM Finance
• Purchase Order template - for sending Purchase Orders
• Remittance template - for sending remittances

The difference between these templates is as follows:-

• The default template will leave the To: field blank
• The PO template will fill in the supplier's email address in the To: field
• The Remittance template will fill in either the supplier's or Alt payee email (if selected) in the To: field

To fill in the template select it from the dropdown menu and add or edit the text in the left pane. The sample email that will be generated is displayed in the right-hand pane. When sending an email you have the chance to edit the text before sending.

When you send an email it will be sent from our mail server. This may mean that it goes into the Junk folder or is filtered. Please ensure that the following email is set to the safe senders list for yourself and the supplier. [e-mail]

A few tips:-

• The email will be sent from a donotreply email address so make sure the person receiving it knows where to reply to.
• Legalise will be automatically added to the email at the end, this is non-editable
• The email will be copied to the email address specified in System Setup > Organisational details
• You can edit the email addresses before sending the email
• Your school name and email address are not included so add this to the template

When you have completed the email template click Save.