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Setting headers to be included in a mail message

Modified on Mon, 30 Jan, 2023 at 3:10 PM

In the mail notifications that contain a list of documents, it is possible to show other values from the headers in that document.  The first "Document" column (1) containing the hyperlink to the document is always included but the other headers (2) are configurable.



These are configured based on the header setting in the document template itself. Whilst this is relatively simple to set up you may have to ask your administrator to make this change for you, depending on your specific authorisation.


Go to System manager then Header fields and select the template you want to change.

From the list of headers click on the one you want to include in the message. 

Set Include in email to Yes and Save.



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