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Customising email templates

System AdministrationFor adminsVerified 18 Sep 20261 min

Editing a template

Go to Email Templates and select the template you want to customise — External Parties or User Invitation.

Placeholders

Use the available placeholders to insert dynamic details, like the recipient's name or company, into the email automatically.

Walkthrough video

Every step above, performed once in a demo organisation.

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