Code

Enter a code for the form.

Name

Enter a name for the form.

Save file copy

Select Yes, to save a copy of the form to the location on your local disk.

Form

Select a mail merge report to be used when generating a form.

Save as PDF

Select Yes in order to save and send the mail merge document as PDF instead of its original file format. This only applies to forms in .rtf,.doc or .docx file formats.

User status

Select the order’s user-defined status to which the form applies. The form will then appear when you open the Forms pop-up for an order in this status.

Addressee

Select an addressee of the order template form. The addressee can be a person or address of an external requestor.

Copy to

Allows you to copy the form to other recipients.

Sender's email address

Select the email address that should be used to send an email.

Reply email address

Select the email address that should be used when the user replies to a sent email.

Email subject report

The report contains information about the fields to be shown in the email subject. By default, the email’s Subject field contains the Code & Description.

Save communication as

Select between Order document or Communication log on how you want to store your order documents.

Communication log type

When you select Communication log in the Save communication as field, this field is enabled and you can choose the type of communication log that your form/ticket is saved to.

Default attachment – document 1/2/3

Specify the location of the document(s) to be attached to the email by default.
You can attach up to three documents.