Email Templates

The HTML Editor module in the Windows Admin Tool allows users to create email templates for emailing from Centerbase. The email function is available from any record in Centerbase, so there are multiple places where these templates are needed. One specific example would be emailing bills.

From the Admin Tool, click on the Reports tab and select HTML Editor. A New Editor file will open.

You can either open an existing template or create a new one. To create a new template, start typing the desired text. From the Insert menu, select Field to select the desired item type (matter, bill, etc.). *NOTE: For Consolidated Bills, choose the Consolidated Bills item type. Once you have chosen an item, the editor will then present a list of all the fields available on that item. When an email is sent from a record, these are the fields that will be auto-filled by that record's data.

Select the text you want to link and click the hyperlink button to insert a hyperlink to the bill*.

Next, select https: for the Type and '[[InvoicePublicLink]]' for the URL. Do not add https: as a prefix. Click Ok.

Once the template is finished, File > Save As allows you to name the template, specify the email subject line, sender name, and email address. If the sender's name and email address are left blank, the template will use the current user's information (defined in the user settings).