Template Attachments

Template Attachments

Emails can be set-up to contain template attachments. This includes emails generated by scheduler mailQuery jobs. You can attach one or multiple attachments.

Examples of Suitable Applications

  • Attaching an FBT Statutory Declaration to Novated Driver Reports at FBT year end

  • Attaching an explanatory document to the Novated Driver login notification

  • Attaching a finance application to a Novated Vehicle Quote

  • Using HTML to customise the email message when sending a quote

Contact Catch-e support if you would like to have any attachments set up.

Technical Description

Template reports are setup in the table gb_templates. The table gb_template_attachments is linked to gb_templates via template_id.

This allows multiple static attachments to be included. The static document needs to be uploaded to the following folder:

/[client]/core/fleet/reports/attachments/

Table Fields

The table gb_template_attachments has the following fields:

Field

Description

template_attachment_id

Unique id

template_id

template_id from gb_templates

file

Full name of file, for example: /clientname/core/fleet/reports/attachments/FBT_Declaration.pdf

status_flag

Either 'active' or 'inactive'. If 'inactive' attachment is ignored

Each entry in this table represents one additional file attachment for the email. Multiple entries for a given template_id will result in multiple attachments.

Customising Quote Email Body

The email body when sending a quote email is linked to the Quote PDF document. The template may be named 'pdf_quote_nofb_lease'. Instructions for editing this template:

  1. Use a docx file

  2. Change document as required and save (Catch-e will keep a copy in a project task)

  3. Save the document again with the format 'Web Page, Filtered'

  4. Open the resulting file in notepad and cut and paste the text into the message field in gb_templates for the required template