Document Assembly > Generate an email from a template

Generate an email from a template

From the Documents main view set to Templates, select an Amicus Editor template in the list and click Generate.

Or in the template editor, click Generate

● Choose to generate an email, if necessary.

● Identify the file and/or contact to base the output on.

Or in the details of a file or contact, click Generate Document

● Identify the file and/or contact to base the output on.

● Choose to output as an email.

● Find and select an Amicus Editor template.

Or in a new email, click Use Template

● Select a template in the list.

● Identify the file and/or contact to base the output on.

Review the email

● Values have been substituted for the variables – For example, "First Edition Publishing" in place of "[[File.Full_Matter_Name]]".

Where a value is unavailable, a blank or "(No data found)" is shown.

And where a variable bracket is missing, or the syntax of a command is incorrect, it is printed as is, making it easy to spot. (This kind of problem should be fixed while the template is being designed.)

● Edit content and formatting – Edit the text and change the formatting before sending or saving, if you like.

● What is document assembly?

● Generate a document in Word

● Generate an email from a template

● Customize document assembly features

Amicus Cloud (July 2023)