Email Stationery

Overview#

Email Stationery consists of a pre-designed template applied to email messages sent from QuickEasy. Email Stationery can be linked to a specific user or a company (generic). An entity can also have its own stationery (Entities > Email Stationery button).

The stationery used for a new email is, in order:

1. The User Email Stationery, if it has content.
2. Otherwise, the entity's stationery, if it has content.
3. Otherwise, the Generic Email Stationery.

If you clear all the content of your user stationery, new emails use the entity or generic stationery.

When Use WYSIWYG HTML Editor is checked (Settings > General > Email), you can edit the stationery the way it will look to the recipient on the Editor tab, instead of editing the HTML. The Code tab still shows the HTML.

Setups#

User Email Stationery#

1. Navigate to the Main Menu > Setup > Settings > Users tab.
2. Click the User > User Setting = Email Stationery.
3. Click Edit...
4. Paste the HTML on the Code tab of the HTML Editor, or type the stationery on the Editor tab if the WYSIWYG editor is switched on.
5. Click the Preview tab to test it. (When the WYSIWYG editor is switched on, the Preview tab is hidden: the Editor tab shows the stationery as it will look.)
6. Click Save.

Company (Generic) Email Stationery#

1. Navigate to the Main Menu > Setup > Settings > General tab.
2. General Setting = Email Stationery
3. Click Edit...
4. Paste the HTML on the Code tab of the HTML Editor, or type the stationery on the Editor tab if the WYSIWYG editor is switched on.
5. Click the Preview tab to test it. (When the WYSIWYG editor is switched on, the Preview tab is hidden: the Editor tab shows the stationery as it will look.)
6. Click Save.

Placing the Message#

By default, the email text is placed after the first paragraph of the stationery. To choose where it goes, add <!--Message--> on the Code tab where the email text should be placed.

Sample Code#

<p></p>
<div>
[FIRSTNAME] [SURNAME]<br>
[POSITION]
<table style="width: 20%; margin-top: 15px;">
<tr>
<td style="font-weight: bold;">T</td>
<td>+27 87 820 7272</td>
</tr>
<tr>
<td style="font-weight: bold;">M</td>
<td>[MOBILE]</td>
</tr>
<tr>
<td style="font-weight: bold;">E</td>
<td><a href="mailto:[EMAIL]" style="text-decoration: none;">[EMAIL]</a></td>
</tr>
<tr>
<td style="font-weight: bold;">W</td>
<td><a href="https://www.quickeasysoftware.com" style="text-decoration: none;">www.quickeasysoftware.com</a></td>
</tr>
</table>
<a href="https://www.quickeasysoftware.com"><img src="https://quickeasysoftware.com/wp-content/uploads/2023/07/Signature-QE-Logo-1.png" alt="Logo" style="width: 250px; margin-top: 20px;"></a>
</div>