E-Mail-Templates in DocBits

Making Automated Messages Easy

Emails that practically write themselves
Why type every message manually when there’s a smarter way? With DocBits, you can send automated, personalized emails in seconds – accurate, tailored, and always professional.

Save time and reduce effort – emails that arrive perfectly

DocBits allows you to manage your email communication efficiently and reliably. Automated email templates ensure your notifications are delivered correctly and tailored to the appropriate document type. Dynamic fields, images, or HTML designs make every message personalized and professional – saving time, reducing errors, and maintaining consistent communication.

How to create a new template:

Dynamic content, images, and HTML

  • Use the plus icon to insert fields directly from the document, automatically personalizing each email.
  • Click Upload to include images and enhance the visual appeal of your messages.
  • For advanced customization, use the HTML source mode.

  •  

Testing and saving

Before your template goes live, you can send a test email to any address to review the result. Once satisfied, save your template – it’s immediately ready for automated sending.

Video: DocBits email templates in practice 🎥

Discover in our short video how you can create and customize email templates in no time with DocBits. The step-by-step instructions directly in the system show how DocBits makes your everyday work more efficient.

You are currently viewing a placeholder content from YouTube. To access the actual content, click the button below. Please note that doing so will share data with third-party providers.

More Information

Conclusion

Email templates in DocBits save time, reduce errors, and ensure consistent, professional communication. Whether for invoices, reports, or notifications, your messages reach the right people in the right way – without manually crafting each email.

Image credits: Header- & featured image by FELLOWPRO

Share:

Feel free to follow us on LinkedIn​

Neueste Beiträge

e-invoice

The digital processing of invoices is becoming increasingly important—and at the same time more complex. With DocBits, the automation of e-invoices becomes simple and reliable.

mehr lesen »
User settings

Modern document processing must be flexible—because every user works differently. With the user settings in DocBits, you can tailor the application to your personal requirements, thereby increasing efficiency, clarity, and

mehr lesen »
track

Wer kennt es nicht? Dutzende Dokumente, unzählige Uploads, ständige Fragen nach dem Status von Dokumenten – und mittendrin das Gefühl, den Überblick zu verlieren. Genau hier setzt das DocBits-Dashboard an.

mehr lesen »
Release

More Precision, Transparency, and Flexibility in Document Management enhancements designed to further streamline document processing and approval workflows. These updates give organizations greater control over their processes, improve accuracy in

mehr lesen »
Update

Even greater efficiency, control, and flexibility for your workflows Our latest update brings numerous improvements to the platform that will make your daily work noticeably easier. Whether you’re creating emails,

mehr lesen »

Feel free to follow us on LinkedIn