Selecting an E-Document Email Custom Template

After creating the custom templates for e-document email, an administrator can select the templates on the Subsidiary record or Company Information page. The selected template will be used in sending the e-documents by email to customers or vendors.

To select an e-document email custom template on the Subsidiary record:

1. Go to Setup > Company > Subsidiaries.
2. Click Edit next to the required subsidiary.
3. From the E-document Email Customization dropdown list, select the required custom template.
4. Click Save.

To select an e-document email custom template on the Company Information page:

1. Go to Setup > Company > Company Information.
2. From the E-document Email Customization dropdown list, select the required custom template.
3. Click Save.