With the InLoox PM 7 email templates, you can insert pre-defined and project-based information into a new Outlook item. You can modify the InLoox PM 7 Web App email templates to fit your needs in the option section.
This feature is only available for the InLoox PM 7 Universal User.
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Open the InLoox PM 7 Web App options.
For more information on how to open the InLoox PM 7 Web App options, please go to Open the InLoox PM options.
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Click on Emails in the navigation pane on the left. The Email template setting area will open to the right.
- You have the following options to choose from:
- Add a new template.
- Click on New
- Enter a Template name.
Define rules for the Outlook email parameters such as Recipient, CC Recipient, BCC Recipient and Subject. Click on Field and select an entry from the drop-down list, e.g. Project manager.
Click on Delete rule in the drop-down list to reset the rules.
- Select OK.
- Change saved templates.
- Click on Edit.
- In the Email Template dialog box enter a new Template Name.
- Define rules for the Outlook email items Recipient, CC Recipient, BCC Recipient and Subject. Click on Fields to select an entry from the drop-down list.
- Select OK.
- Load a template from your local data.
- Click on Import and enter a new Template name.
- Click on Browse... and select a template in the Upload file dialog box, then select Open.
- Click on OK.
- Save a template to your local file storage.
- Click Export.
- Select Open with or Save file in the Open dialog box.
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Click on OK.
To open the template on your local file storage, go to the Download section.
- Remove a template permanently from InLoox PM 7 Web App. Choose a template from the list and click Delete.
- Customize the template content for a report with the InLoox PM 7 Web App email designer.
- Choose a template from the list and click on Download Designer.
- Install the InLoox PM Report Designer.
- Choose the required option in the InLoox PM Report Designer dialog box and click Design.
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Adjust the InLoox PM Report Designer settings in the dialog box.
For instructions on how to work with the InLoox PM 7 Web App report designer, go to Work with the report designer and the help documentation of the designer.
- Select Save & Close in the navigation pane to save the changes.