> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fieldiu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# E-Mail Templates

## Access E-Mail Templates

### 1. Manager App

To access the Email Templates editor, you need to open the Manager App.

<img src="https://mintcdn.com/fieldiu/I0KX1uEaTN8rxrHM/images/7f3fe950-0c93-4994-91d1-005627d4c11c.png?fit=max&auto=format&n=I0KX1uEaTN8rxrHM&q=85&s=d4835239cc9c99003ce0c4db6845c375" alt="" width="1920" height="917" data-path="images/7f3fe950-0c93-4994-91d1-005627d4c11c.png" />

### 2. Click on Approval & Email Autoamtion

<img src="https://mintcdn.com/fieldiu/I0KX1uEaTN8rxrHM/images/7c486f7a-fd7c-44f0-8045-e582b223c7bc.png?fit=max&auto=format&n=I0KX1uEaTN8rxrHM&q=85&s=b45d129b7878dfa60b17da403e5ea7c2" alt="" width="1065" height="527" data-path="images/7c486f7a-fd7c-44f0-8045-e582b223c7bc.png" />

### 3. Click on E-Mail Template

<img src="https://mintcdn.com/fieldiu/I0KX1uEaTN8rxrHM/images/8bb867af-b165-4e5f-a764-c9ff52f67701.png?fit=max&auto=format&n=I0KX1uEaTN8rxrHM&q=85&s=b3978c0f93175b0566fa1189f9bf8e9c" alt="" width="821" height="391" data-path="images/8bb867af-b165-4e5f-a764-c9ff52f67701.png" />

## Creating New Template

### 4. New Template

<img src="https://mintcdn.com/fieldiu/O-kgxeVaqfq71Ibh/images/d665181a-4bea-466c-9717-9118fb9bee2f.png?fit=max&auto=format&n=O-kgxeVaqfq71Ibh&q=85&s=4b388292bcc03bdaae576c0154ad23e9" alt="" width="768" height="367" data-path="images/d665181a-4bea-466c-9717-9118fb9bee2f.png" />

### 5. Template Details

Now, just insert the main details into the new template:

* Enter the template name.

* Select the entity you want to pull data from.

* Choose the template language.

* Save

<img src="https://mintcdn.com/fieldiu/GS4rQPdzw48eDklV/images/2b28570b-8801-42aa-a062-2ccb8ed12d13.png?fit=max&auto=format&n=GS4rQPdzw48eDklV&q=85&s=13393b084dcef021af82b95819115f79" alt="" width="768" height="367" data-path="images/2b28570b-8801-42aa-a062-2ccb8ed12d13.png" />

### 6. Template Subject & Body

Type the subject and your email template. You can use the text editor tools to customize your text.

<img src="https://mintcdn.com/fieldiu/GgdB9rxDgC_7q1qM/images/622c2800-c858-4f4b-ada0-c31066f75c67.png?fit=max&auto=format&n=GgdB9rxDgC_7q1qM&q=85&s=adac16fc9fa8576107947bd49a572923" alt="" width="1400" height="917" data-path="images/622c2800-c858-4f4b-ada0-c31066f75c67.png" />

### 7. Use Fields

By simply clicking on the field we want, it will appear directly in the body template as code. For example, the Service Location field will show as "`{{ha\_servicelocation}}`".

<img src="https://mintcdn.com/fieldiu/GS4rQPdzw48eDklV/images/3715a02b-5f0c-423d-9e4d-442513121d53.png?fit=max&auto=format&n=GS4rQPdzw48eDklV&q=85&s=dc88118a3798182f8b745dee0f82ff61" alt="" width="1364" height="599" data-path="images/3715a02b-5f0c-423d-9e4d-442513121d53.png" />

### 8. Save

Now that we've finished, we need to save the template. Click the "Save" button to ensure all your changes are stored properly.

<img src="https://mintcdn.com/fieldiu/1sFvM1xYsLMj5iCS/images/c59931a6-9a1c-4a36-9cb5-48913cf0cb1b.png?fit=max&auto=format&n=1sFvM1xYsLMj5iCS&q=85&s=9ad28f2318e16fc821dbe2ea40ad69cb" alt="" width="768" height="367" data-path="images/c59931a6-9a1c-4a36-9cb5-48913cf0cb1b.png" />

## E-mail Template Editing

### 9. E-Mail Template Window

We can select the template we want to edit from the side bar.

<img src="https://mintcdn.com/fieldiu/ASkbXz2A7i_wG3wf/images/0d72ad32-a5f5-48b0-998e-1dedcd7bf25f.png?fit=max&auto=format&n=ASkbXz2A7i_wG3wf&q=85&s=6907713d38557a72e3d934ff7cb7e3ae" alt="" width="1920" height="917" data-path="images/0d72ad32-a5f5-48b0-998e-1dedcd7bf25f.png" />

### 10. Subject & Body

We can find the subject area where we can add the email subject, and there's a body area where we can write whatever we want in the email.

<img src="https://mintcdn.com/fieldiu/I0KX1uEaTN8rxrHM/images/7d59ab56-05c5-4c99-be7d-5b945ed51440.png?fit=max&auto=format&n=I0KX1uEaTN8rxrHM&q=85&s=0edbe2c17b6ffa7c410abde1a58d9a51" alt="" width="1369" height="691" data-path="images/7d59ab56-05c5-4c99-be7d-5b945ed51440.png" />

### 11. Fields

The fields are for the entity we selected for the email—the entity we want to pull our data from. In our example, we have the Work Order entity, and we used the Work Order Name field along with the Service Location and Complexation date fields in our body template.

We can use these fields by simply clicking on them, and they will appear in the body template as code.

<img src="https://mintcdn.com/fieldiu/O-kgxeVaqfq71Ibh/images/d71de088-8416-4f5d-8cc1-d962701b4570.png?fit=max&auto=format&n=O-kgxeVaqfq71Ibh&q=85&s=220316c38104745278591be7b080a495" alt="" width="1352" height="849" data-path="images/d71de088-8416-4f5d-8cc1-d962701b4570.png" />

> ### ⚠️ Don't forget to save your work!�����������������������
