Template texts

Use the Template texts form to define standard texts for each text code in different languages. You can then use Alt + Up Arrow to copy them to the Memo and Texts tabs, or use them for emails for sending documents.

You can add as many template texts as you want to a text code, as long as they all have a different language code. If you create an all-new text, create a new text code.

Where can you use the template text?

The text format determines where you can use the text and which formatting options are available:

Plain text: This text format allows you to create only plain text without any formatting. Plain text can be used on the Texts and Memo tabs, and in emails for sending documents.
RTF: This text format allows you to use a variety of formatting options, including bold and italic, and different fonts. You can apply the formatting of your choice using the icons or the right-click menu. The RTF format can be used on the Texts and Memo tabs.
HTML: This text format allows you to use a variety of formatting options, including bold, italic, and different fonts, and to include hyperlinks. You can apply the formatting of your choice using the icons or the right-click menu. Texts in HTML format are used in emails for sending documents.

When you create a template text, the text will automatically have the text format defined on the Texts form. If you change the text format on the Texts form, it will not affect any existing template texts.

Changing the text format

You can change the text format in the template text:

If the existing template text has the format 'RTF' or 'HTML' and you change it into 'Plaint text', all formatting will be lost.
If you change the format from 'HTML' into 'RTF', the formatting will be retained, but any hyperlinks will no longer work.
If you change the format from 'RTF' into 'HTML', all formatting will be retained.

Adding hyperlinks

If you select 'HTML' as the text format, you can include a hyperlink to a web page in the template text. The recipient can then open your company website, for instance, simply by clicking some text or an image (see "Adding images" below) in your email. To add a hyperlink:

Select some text or an image in the template text.
Click , enter the address of the web page, and click 'OK'.

To check the address, select the text or image and click .

Adding images

You can add images to template texts in HTML format. You could, for example, add your company logo to your email. Use or the copy and paste options to add an image. See the section "Adding hyperlinks" above for information about linking an image to a web page.

Personalizing texts by using placeholders

You can personalize template texts by using placeholders that are replaced by data stored in Isah when you apply the template text. For example, you can add a date and time placeholder. As soon as you apply the template text on the Memo tab, the current date and time are filled in automatically. This time stamp enables you to see when the memo text was created.

Template texts for email messages offer even more options for personalizing the message, both in the subject line and in the email body. For example, you can address the recipient personally in the salutation, and reference the sales offer, purchase order, or other documents.

Placeholders available for all template texts:

Placeholder:	Replacement value
<%sysdate%>	Current date (system date)
<%systime%>	Current time (system time)
<%sysdatetime%>	Current date and time (system date and time)
<%sysusername%>	User

Placeholders available for email template texts:

Placeholder:	Replacement value
<%salutation%>	Salutation, for example 'Dear Mr G Carpenter'
<%entitycode%>	The code of the entity from which you start the Send documents process, for example '0965000' for a sales offer or purchase order
<%entitydescription%>	Description of the entity, for example 'Packaging machine frame, 30-inch'. If an entity has no description, the placeholder is not replaced by a value.
<%entityreference%>	Reference of the entity. If an entity has no reference, the placeholder is not replaced by a value.
<%senderformal%>	Salutation, initials and surname of the sender
<%senderinformal%>	First name and last name of the sender
<%senderjobdescription%>	Position of the sender
<%senderteam%>	Department of the sender (Team field)
<%senderemail%>	Email address of the sender
<%sendermobilephone%>	Mobile telephone number of the sender
<%senderofficephone%>	Work telephone number of the sender (Office field)

Example of template text with placeholders for email text