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Overview

Email templates control the content of emails sent during approval workflows. Navigate to Settings → Email Templates to manage your templates.

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Creating a Template

  1. Click Create Template
  2. Fill in the template details:
    • Name — a descriptive name for the template
    • Description — optional notes about when to use this template
    • Type — currently supports “Approval Request”
    • Subject — the email subject line (supports template variables)
    • Body — rich text content using the built-in editor
  3. Optionally toggle Active and Default settings
  4. Click Save

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Template Variables

Insert dynamic values into the subject and body using the variable selector. Variables use double-brace syntax (e.g., {{internal_no}}). Available variables include material numbers, manufacturer names, pricing, and partner details.

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Managing Templates

The templates list in Settings shows all custom and system templates. Custom templates can be edited or deleted. System templates are read-only.
Only users with admin permissions can create or edit email templates.