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How to add a new email template

Configuration of Document Handling
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details This video includes functionality from the app "Document Handling" which is available at Microsoft AppSource. Click to visit AppSource. Document Handling

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Presenter: Christina Fausbøll, Product Manager

Set up email templates in different languages in Business Central

In Business Central you can set up email templates so the right content goes out in the right language. If you have customers in France, for example, you can create a dedicated template that sends sales order emails in French. Here is how the setup works.

Adding a new email template line

To add a new template, you start by adding a new line in the email setup. For each line you specify a few key fields that determine when the template applies:

  • Document type sales – choose the department or area the template belongs to.
  • Document type sales order – choose the specific document the template covers.
  • Language code – choose the language, for example French.

Under the email template field, you create a new document template that holds the content of your email.

Opening and filling out the template card

Once the setup line is in place, you can open the template card and fill out the content for your French email template. From this point the template is ready to use, and emails for French sales orders will go out with the content you have defined.

Q&A

How do I set up an email template in a different language in Business Central?

Add a new line in the email setup, choose the document type (such as sales order), select the language code (for example French), and create a new document template for the content. Then open the template card and fill out the text for that language.

Which fields do I need to fill in when creating an email template line?

You set the document type for sales, the specific document type such as sales order, the language code, and the email template that holds the content.

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