NetLoan - Creating A Statement Email Template

NetLoan — Creating A Statement Email Template

Overview

This article explains how to create a NetSuite email template for use when sending loan statements via email, and how to assign that template to a Statement Template record in NetLoan. Email templates are a native NetSuite feature that control the subject line and body of emails sent from the system. Once assigned to a Statement Template, the email template is used automatically when statements are emailed to borrowers.

Prerequisites

  • Access to Documents > Templates > Email Templates in NetSuite (requires the Documents permission)
  • Access to the NetLoan Statement Template record (requires the NetLoan Statement Template permission at Edit level or higher)
  • A Statement Template record must already exist in NetLoan

Step-by-Step

Part 1: Create the Email Template in NetSuite

For full details on NetSuite email templates, see the NetSuite Help Center — Creating New Email Templates.

Navigation: Documents > Templates > Email Templates > New

  1. In the Name field, enter a descriptive name (e.g., Loan Statement Email).
  2. From the Record Type list, select the appropriate record type, or leave blank for all types.
  3. In the Description field, enter a short summary.
  4. On the Template subtab, enter the email Subject.
  5. Select Text Editor to compose the body, or File to upload a pre-built template.
  6. On the Restrict Access subtab, check Private if needed.
  7. Click Save.

Part 2: Assign the Email Template to the Statement Template Record

Navigation: NetLoan > NetLoan Setup > Manage Statement Templates

  1. Click the Statement Template record name.
  2. Click Edit.
  3. In the Email Template field, select the template from Part 1.
  4. Optionally populate Sender and Reply To Email.
  5. Click Save.

Considerations

  • Email templates support FreeMarker syntax for dynamic content.
  • The Sender field is optional; defaults to the user running the statement job.
  • The Reply To Email field defaults to noreply@netsuite.com if blank. Set this to a monitored address.

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