Description of text templates
Text templates are standardized texts used by the ems system.
Bookmarks are used within the text to create text templates dynamically. For example, the text “Hello{Salutation}{LastName} ” to “Hello Mr. Meier”.
Edit text templates
You can edit text templates in the user menu (top right) under “System information and settings”. To edit text templates, you need system administrator rights. All settings are valid throughout the system and are loaded when logging on to the system.
List of valid text templates in the ems system:
| ID | Designation | Supported bookmarks | Menu item (master data) |
|---|---|---|---|
| 1 | Email for supplier order | . | |
| 2 | XML structure for supplier order | . | |
| 100-109 | Receipts for cash register system | . | |
| 110-119 | Service item templates | . | |
| 200 | Outlook default signature | . | |
| 400-449 | Templates for messages from the ticket system | . | |
| 451 | Template for completion message from ticket system | . | |
| 5501 | Message Delivery with tracking code (complete / order completed) | Customer address & {IdentCode} & {TrackingUrl} & {ObjectCode} | |
| 5502 | Message Delivery with tracking code (partial delivery) | Customer address & {IdentCode} & {TrackingUrl} & {ObjectCode} | |
| 5511 | Message Delivery ready for collection (complete / order completed) | Customer address & {ObjectCode} | |
| 5512 | Message Delivery ready for collection (partial delivery) | Customer address & {ObjectCode} | |
| 9100-9199 | Standard texts for header texts in customer invoices | Customer address, employee data with prefix “User” | Customer invoices |
| 9200-9299 | Standard texts for footers in customer invoices | Customer address, employee data with prefix “User” | Customer invoices |
| 9400-9449 | Standard texts for electronic invoicing by email | Customer address, employee data with prefix “User” & {PortalURL} | Customer invoices |
| 9450-9499 | Standard texts for electronic invoicing in the customer portal | Customer address, employee data with prefix “User” & {PortalURL} | CANCELLED as of Ver.3 |
| 9501 | Standard text for sending invoices by email (auto. and manual) | {InvoiceCode}, {OrganisationCompanyName} | Customer invoices |
| 13001 | Template for workflow start from ticket system | . | |
| 13200-13299 | Standard texts for footers on delivery notes | ||
| 14100-14199 | Standard texts for header texts in offers (variants) | Customer address, employee data with prefix “User” | Offer management |
| 14200-14299 | Standard texts for footers in offers | Customer address, employee data with prefix “User” | Offer management |
| 14400-14449 | Standard texts for sharing documents in offers via email | Offer data, employee data with prefix “User” | Offer management |
| 14450-14499 | Standard texts for sharing documents in offers via the customer portal | Customer address, employee data with prefix “User” & {PortalURL} | CANCELLED as of Ver.3 |
| 14501 | Standard text for sending invoices by email | Offer data, employee data with prefix “User” | Offer management |
| 15001 | Customer Portal Template: New Sales Order Document | . | |
| 15400-15449 | Standard texts for sharing documents on behalf of customers via email | Customer address, employee data with prefix “User” & {PortalURL} | |
| 15450-15499 | Standard texts for sharing documents on behalf of customers via the customer portal | Customer address, employee data with prefix “User” & {PortalURL} | |
| 16001 | Template for customer portal: New login created | . | Customer addresses |
| 16011 | Customer Portal Template: Password Reset | . | Customer addresses |
| 18001 | Template for Outlook Sync: formatting calendar entries | . | |
| 20400-20449 | Standard texts for sharing documents via email | Customer address, employee data with prefix “User” & {PortalURL} | |
| 29100-20199 | Default texts for notifications of role permissions | . | Permission roles |
Information about bookmarks can be found here: Bookmarks