Setting up IDM email templates

Download sample IDM email templates, fact sheet, and XML files.

Select Application Administration > Shared and click the Document Management tab.
On the Sample Document Templates pane, click Purchase Order.

Note: Purchase Order is only used as an example. You can select other available email templates.
Attachment links are provided to download the sample email template, fact sheet documents, and XML file.
The field mapping information and XML file are used by both IDM template and IDM email template.

Create IDM email templates.

You can use the sample email template as a baseline to create your own IDM email template. See Output management add-in.
IDM email templates must be saved as .docx format.
For the list of fields that you can add to your email template, see Field mapping information.

Upload the customized IDM email templates.

Select Application Administration > Shared and click the Document Management tab.
On the IDM Templates pane, click Purchasing.
Click Create and select the IDM email template to use. You can attach the downloaded sample email template or your own email template.
When successfully uploaded, you can assign the email template as the default for the output document.

Set up and assign IDM email templates as the default for the output document.

Select Application Administration > Shared.
On the Groups and Companies pane, click Purchasing Companies.
Open a purchasing company record.
On the Document Template tab, specify this information:

Purchase Order IDM Email Template

Select the IDM email template that overrides the default email content. This option is available when Use IDM Template is selected.

From

Specify the email address to use as the sender of the email.

Subject

Specify the email subject. See Editing email subjects on how to use variables.
Select the IDM email template as the default for the output document. The template is also saved in IDM.