--- title: How do I access and create email templates? description: Here’s a guide for accessing and creating reusable email templates within DigitBridge. --- [Skip to content](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-access-and-create-email-templates#main-content) English Show submenu for translations [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new?hsLang=en) ![white-logo-db.png\]](https://support.digitbridge.com/hs-fs/hubfs/white-logo-db.png?height=50&name=white-logo-db.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new) - Go to digitbridge.com Go to digitbridge.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [DigitBridge Knowledge Base](https://support.digitbridge.com/digitbridgeclientknowledgebase?hsLang=en) 2. [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en) 3. [Email](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#email) # How do I access and create email templates? ## Here’s a guide for accessing and creating reusable email templates within DigitBridge. DigitBridge allows users to create reusable, formatted email templates to streamline customer and vendor communications. These templates are especially useful for recurring transactions like sales orders, invoices, and purchase orders. You can access and manage templates by navigating to: **Admin Tools \> Customer & Vendor Settings \> Email Template.** ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-14-2025-11-21-28-4408-PM.png?width=670&height=247&name=image-png-Jul-14-2025-11-21-28-4408-PM.png) --- ### Creating and Managing Email Templates From the **Email Template Manager**, users can build templates tied to specific email **types** such as "Sales Order Created" or "Invoice Sent." To create a new template, click the **Add** button at the top right. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-14-2025-11-22-04-2069-PM.png?width=670&height=39&name=image-png-Jul-14-2025-11-22-04-2069-PM.png) --- #### Template Info This section allows you to: - **Name** the template - Toggle whether the template is **Active** ***Note:** Only one template per email type can be active at a time. If you enable multiple templates of the same type, the most recently activated one will override the others.* - Define the **Type** of email this template applies to (e.g., Sales Order, Invoice, P/O, etc.) - Add an optional **Description** for internal context - Createa **Start Date** and **End Date**, if needed, to limit the window of use ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-14-2025-11-22-59-3781-PM.png?width=670&height=247&name=image-png-Jul-14-2025-11-22-59-3781-PM.png) --- #### Template Detail This is where you create the actual content of the email: - Add a **Subject** line - Compose the **Body**, using either plain text or the HTML editor - Insert **Template Variables** to auto-fill fields from the system (e.g., customer or invoice data) ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-14-2025-11-26-13-3799-PM.png?width=670&height=269&name=image-png-Jul-14-2025-11-26-13-3799-PM.png) Available variables include but are not limited to: - `Balance` – Balance of the record - `CustomerCode` – Customer number - `CustomerName` – Customer name - `DueDate` – Expected due date of the order - `OrderDate` – Date the order was created - `OrderNumber` – Order reference number - `Terms` – Custom term duration field Below are the variables available for **Sales Order Created** templates (for example): ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-14-2025-11-28-17-5692-PM.png?width=362&height=321&name=image-png-Jul-14-2025-11-28-17-5692-PM.png) Select the variable and click **+ Insert**. ***Tip:** Variables can be used in the subject line of an email. The **+ Insert** button will not work with your cursor in the **Subject** field. Put the variable in the body of the email template, then **cut/paste** it into the **Subject** field.* ***Note:** There are many available variables depending on the selected email type. These fields pull from related records in the ERP system.* Once complete, click **Save** to apply the new template. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-14-2025-11-36-45-4765-PM.png?width=670&height=265&name=image-png-Jul-14-2025-11-36-45-4765-PM.png) Click **Yes**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-14-2025-11-37-04-8865-PM.png?width=451&height=191&name=image-png-Jul-14-2025-11-37-04-8865-PM.png) --- See related: [How do I use the email function in DigitBridge?](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-use-the-email-function-in-digitbridge?hsLang=en)  - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#main-content) - [ERP](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#erp) - [WMS](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#wms) - [PIM/CC](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#pim-cc) - 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