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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.
  1. Go to the tab 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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