Email templates

You can use email templates to control the content and appearance of emails sent via case guides. The template defines the content and layout of the record documents created in a given case guide. The templates are in the HTML format.

Upload email templates to F2 in the "Upload file to F2" window.

If you upload an email template with the same name as an email template already uploaded to F2, it will overwrite the existing email template. This will impact case guides that use the existing email template.

Create email template in F2

You can create an email template directly in F2 without writing HTML.

  1. Create a record with relevant content in the record document, including any merge fields and phrases from the case guide. Read more about phrases (documentation available in Danish).

  2. Once the content is ready, right-click on the record document in the document area and select "Export file".

  3. Select a location on your PC to save the record document as an HTML file. You have now created an email template in HTML format that you can upload in the "Upload file to F2" window.

In the Windows "Save As" window, the "Save as type" field is typically empty when saving a record document. The file will still be saved as an HTML file when you click on "Save".