Email configuration

With Document Management you can create custom email templates to use when Document Management sends an email to users. Only one template can be used at a time.

To set up an email template:

  1. In the Document Management Control Center, navigate to Development > Downloads.
  2. Download the Document Management Email Template and Document Management Email XML Example to use as a guide.
  3. Create the desired template. To do this, use the Document Management Output Management Word Add-in. Use the Document Management Email XML Example as the Data File. For questions about using the Word Add-in, see the Infor Document Management Output Management User Guide.
  4. After the template is created, upload the document into Document Management.
    Note: The document type that you are uploading the document to, should be marked as a Template in the Document Type section of the Control Center.

    See Document Type.

  5. Use the search bar to search for the new document so that it is the only search result that is displayed.
    1. Copy the ID property of your new template to the clipboard.
    2. In the search bar, select the document type of your new template.
    3. Select ID as the property.
    4. Paste the ID of your template in the Search field.
    5. Click Search.
    6. Verify that the template is the only search result.
  6. In the search bar, click Enter Query Manually and copy the XQuery to the clipboard.
  7. Navigate to Control Center > Configuration > Email Configuration.
  8. In the XQuery field, paste the XQuery for the template you selected.
  9. Click Submit.
Emails that are sent using Document Management should now use the new template.