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How do I know from which displays a mail/document template can be sent?
The category of a template determines the displays from which the mail/document can be sent and therefore the variables that can be inserted into it. The category of a mail/document is chosen when it is created.
- Go to the tab Communication > Mail and documents >
Templates.
- 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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