Overview
Here you can find articles on email-related topics in Document Output.
| To | See |
|---|---|
| Set up email templates to use different fields, such as merge fields, dimension code, report ID, etc., change email text and signature in email templates, and create new email templates | Working with Email Templates |
| Select the the category of documents you want to be attached to statement templates, configure request pages, and much more | Configuring Options for Statement Templates |
| Specify PDF passwords for both individual templates and individual customers. | Password Protecting PDF Files |
| Use a background PDF to add your company logo to an email template, to add a watermark PDF to an email template, or simply to spruce up an email template | Setting a Background PDF |
| Configure how documents are combined into one PDF file for en email template, and change the email subject field | Combining Documents |
| Send reminders to customers with outstanding payments | Sending Reminders |
| Generate statements automatically for a customer | Generating statements automatically |
| Add a signature to a PDF file using a certificate | Signing PDF Files |
| Merge your report-generated PDF file with a PDF file containing extra information, such as terms and conditions, or images | Merging PDF Files |
| Attach files in addition to the report-generated PDF file to you email templates | Attaching Files to Email Templates |
| Learn about the Document Queue | Document Queue |
| Define source document information that will be dosplayed in a table in the email body and customize these tables | Merge Tables |