Output, Emails & Designers

💡These articles explain output templates, the Form Designer, HTML for emails and sending emails.

Articles

  • Bulk Emails: Describes how to create Email Templates and send personalised mailshots to Contact Groups.
  • Email Settings: Describes the general email settings, Contact Groups and user email settings.
  • Email Stationery: Describes how to set up user and company Email Stationery for emails sent from BOS Professional.
  • Email Templates: Lists the Email Templates for each transaction type, with their subjects and sample HTML code.
  • Email Tutorial: Shows how to create Email Stationery, send single and bulk emails and set up Contact Groups.
  • Emails: Explains how to set up and send emails from BOS Professional: email settings, templates, stationery and bulk emails.
  • Form Designer: Describes the Form Designer for output templates: what you need for BOS Professional's forms, the access setting, and how to change a template or add a field.
  • Form Designer Tutorial: Shows how to change an output template, save or load a template file, and add a field to a template in the Form Designer.
  • HTML: Lists the stored procedures that convert SQL to HTML for pre-written emails.
  • Output: Describes how to set up output templates, mastheads and Email Stationery and the tags they use.
  • Output Data Pipelines: Lists the Data Pipelines that output templates can use in the Form Designer, grouped by module, with what each one holds.

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