How to create a new mail template (Voyage)

Note: Only users with the “Can Add Mail Template” user right can perform this operation.

Create mail templates to use them to report port or sailing events in emails (see How to add a port/sailing event (to current voyage)?).

1. If done at the office. Select the vessel you want in the vessel selector, in the top menu. (If on board start with step  2) 
2. Click [Voyage] à [Voyage templates]  
3. Click the “Mail templates” tab.
4. Click the “New” button in the top menu to create a New mail template.

1. Name: Give your new template a name.
2. Category: choose the type of template you create

* Category codes are added to the system as codes in [Administration]->[Codes]->“Mail Category”.

1. Description: Enter description for the template.
2. Recipient email: add the recipient email.
3. Codes: Select fields and use the right-headed arrow to move them to the “Template” section to the right. The fields will populate with corresponding data when you send a port or sailing event as mail. Use CTRL to select multiple fields.
4. Template: Enter the email text that you want. Add fields from the “Codes” section.
5. Click [Save and Close].

If you later need to edit the template, choose it on the “Mail template” tab of the [Voyage templates] section, then double-click it. If you only want to change the text for the current letter, edit directly in the preview pane.

Once you have created a template it will be available for future mail templates. (For this to work, you must have configured the system with a link to a mail server (SMTP) under [System] à [Settings] à “Mail settings” tab.

Note: to create a mail template that will extract data from several selected events, you simply need to add the ‘_ForEach’ and ‘_’ (underscore) controls before and after the fields that you want to extract.