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  • How can I find out from which display a mail/template can be sent?

The category of a template determines the displays from which the mail/document can be sent and, consequently, the variables that can be inserted. The category of mail or a document is chosen when it is created.
  1. Go to the display Communication > Mail and Documents > Templates.
  2. Place the cursor on the category of the concerned template: a tooltip lists the displays from which the template can be sent.
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