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Load Word template automatically on the body mail (Email Outbox)

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Posted on by Meriah

Hello,

When Email outbox page is opened, I want to load the Word template on the body mail and add file automatically without requiring the user to click on the "Use Word Temple" and "Add file" buttons .

It's possible ?

Thanks

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KasparsSemjonovs 3,916 Super User 2024 Season 2 on at

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RE: Load Word template automatically on the body mail (Email Outbox)

Just to add graphical info..
In Report Selections You can add a checkmark - Use for Email body.
It can be the same report, that is used in attachment, or You can define a seperate Word layout for the same report, and choose that for Email body, and another layout for email attachment.
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Nitin Verma 21,091 Super User 2024 Season 1 on at

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RE: Load Word template automatically on the body mail (Email Outbox)

Hi,

If you are opening this Compose Email page manually so this is not possible to load the template automatically, but yes if this page is opened using some document layout so you can define your Report as a body to show here in there.