Email Templates Praxis Kasse Desk

In the email templates you set the subject, text, and other default values for sending documents, forms, and invoices.

Where do I find email templates?

Open Settings and switch to the More Modules section. Click Email Templates. The page shows three tabs: Document Transfer, Form Transfer, and Invoice Transfer.

Requirements

• For the Document Transfer tab you need the Übermitteln permission.
• For the Form Transfer tab you need the Formulare permission.
• The Form Transfer tab only appears if the Forms module is active.

Document Transfer

The Document Transfer tab sets how emails look when you send documents from a customer record:

• Subject for the email.
• Email text template with placeholders.
• Document validity: after this period expires, the document is no longer accessible.
• Password: the default password for sending documents.
• Document name: the default file name of the sent file.

Adjust the fields and click Save. Offisy shows the message Settings saved.

Note: For the exact list of placeholders available in these fields, see the article on document transfer from the customer record.

Form Transfer

The Form Transfer tab sets how emails look when you send completed forms:

• Subject for the email.
• Email text template with placeholders.
• Validity of the form link.
• Button text for the button in the email.

Adjust the fields and click Save.

Invoice Transfer

The Invoice Transfer tab sets how emails look when you send invoices:

• Subject for the email.
• Email text template with placeholders.

Adjust the fields and click Save.

Using placeholders

Every text field supports placeholders that Offisy automatically replaces with the matching data when sending, such as name, date, or validity. Insert a placeholder directly into the subject or the text template.

Permissions

• Übermitteln: access to the Document Transfer tab.
• Formulare: access to the Form Transfer tab.