Design email templates

Open Design → Emails. Email templates use a single email-width canvas rather than PDF page boundaries.

Email templates are managed separately from PDF document designs. Select image to enlarge.

Write the message body, add variables and review it at email width. Select image to enlarge.

Author the message

1. Choose New email or copy an appropriate shared email from Library.
2. Set its code, name and other descriptive fields in Setup.
3. Add representative Input JSON for the values the message needs.
4. Compose the body, links and images. Insert variables with {{ and apply formatting functions where useful.
5. Choose an optional layout and review the composed message.
6. Save the draft, review it and activate the intended version.

Use concise content and check long names, empty optional fields and small-screen widths. A preview confirms content and layout in the app; the recipient's email client can render HTML differently.

Use the email during delivery

In Delivery → Generate → Single document, choose the PDF document, then select an Email template as the message source. The selected message is rendered from the same supplied data. Alternatively choose Write to compose a message for that send.

Set recipients, Cc, subject and attachment name in the delivery form before sending. An email template's stored body is not a recipient list. See Generate and send.

Check Activity for Email sent, Email failed or Email stopped by configuration. Do not assume a successful preview means that delivery is enabled.