Compose: Difference between revisions
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Note: Email Templates in Creatio do not support attachments | Note: Email Templates in Creatio do not support attachments | ||
'''Shared Documents''' | '''Shared Documents''' | ||
Creatio does not have a concept of a shared file so the requirement is to create an Account called "zzzShared Documents" (or some custom name-requires config update). | |||
Then you attach files and those are available in the dialog. | |||
'''Address Book''' | |||
This allows users to search all contacts with email addresses and add those to the email TO/CC and BCC. | |||
Revision as of 11:34, 20 January 2026
Coming soon....
Email Templates
In Creatio to edit Email Templates you go into the 'System Designer' and from the 'System Setup' section click 'Lookups'.
Select 'Email' from the treeview.
Select 'Message templates' and within this area you can edit and create new templates.
Note: Email Templates in Creatio do not support attachments
Shared Documents
Creatio does not have a concept of a shared file so the requirement is to create an Account called "zzzShared Documents" (or some custom name-requires config update). Then you attach files and those are available in the dialog.
Address Book
This allows users to search all contacts with email addresses and add those to the email TO/CC and BCC.
