Email templates
Every email CVN PSA sends is a template you can edit: invitations, sign-in codes, password resets, ticket updates, invoices, quotes, receipts, reminders, digests and alerts. Each one is a list of blocks drawn inside one branded frame, so a change to your logo or colours reaches every email at once.
Open Configuration › Templates › Email & documents. The Website area lists it too, as Doc & Email Templates.
Blocks
An email is built from these blocks. Add, remove and reorder them, and pick an accent colour for the email or keep your brand colour.
| Block | What it shows |
|---|---|
| Logo header | Your logo and company name |
| Heading | A title line |
| Text | Paragraphs, with merge fields |
| Button | A link button with its own label |
| Callout | A boxed title and note |
| Image | A picture |
| Divider and spacer | A rule, or extra space |
| Custom HTML | Your own markup |
| Footer | Your address, sign-off and footer note |
Data sections
Some blocks draw the facts the email exists to carry: the invoice lines and amount due, a sign-in code, a set-password link. They fill themselves when the email is sent. When an email depends on one, that block is locked: you can move it but not delete it, and a template without it cannot be saved.
Merge fields
Tags such as {{client.name}}, {{invoice.ref}} and {{action.url}} are replaced when the email is sent. Click into a field, then click a tag to insert it.
Each email offers only the tags it can fill. The Merge fields tab lists every tag. A tag the email cannot fill is flagged in the editor and sends as blank.
Preview and test send
- The preview is drawn by the server with sample data, through the same code a real send uses, and includes edits you have not saved yet. Switch between desktop and phone widths, or open it in a new tab.
- Send test… delivers the saved version to any address with
[TEST]in the subject. It works even when the email is switched off.
Switch off, duplicate and reset
- On/off stops that email being sent. The in-app record is still written. Sign-in emails (invitations, password resets and verification codes) cannot be switched off.
- Duplicate makes a copy that keeps the original's data sections and tags. Only copies can be deleted.
- Reset to default removes your edit and brings back the packaged version. Emails you have not changed pick up improvements in later releases.
Brand and logo
Brand & logo holds the logo, business name, contact details, address, accent colour, sign-off and footer note that every email shares. They are the same values as Configuration › General › Company, so you change them in one place. See Branding and white-label.