---
title: "Document Message Templates"
slug: "document-message-templates-1"
description: " Learn about Document Message Templates in Marlin Tyre and Mechanical Workshop Software by Megabus."
tags: ["Marlin Workshop"]
updated: 2026-01-27T03:09:11Z
published: 2026-01-27T03:10:08Z
canonical: "help.megabus.com.au/document-message-templates-1"
---
> ## Documentation Index
> Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt
> Use this file to discover all available pages before exploring further.
# Document Message Templates
{{variable.Marlin bold}} default email templates to be configured for different document types.
**Document message templates** define the body and subject that will accompany documents when sending them from Marlin via email.
Multiple templates can be created for each **document type**, and users can select or override the default template when sending an individual email.
**Dynamic variables** can be inserted into the template content to automatically include document-specific information such as invoice numbers, customer names, or portal links.
When a document is selected for email, a preview of the email will be shown, allowing that particular email to be **edited** before sending, if required.
A **default template** can also be assigned for each company, ensuring the correct format and messaging are used automatically without requiring manual selection.
Document message templates can be viewed and edited by selecting **System > Document Delivery > Document Message Templates** from the menu bar.
The **Document Message Templates** module will open, showing a list of active document templates.
:::(Info) (Note)
These templates are specifically used when **emailing documents** from Marlin.
For SMS or email message templates, please see the [Customer Message Templates](/workshop/docs/customer-message-templates) help guide.
:::
## Adding Document Templates
To add a new document template, click on the **Add** button at thet top right of the module window.
The **Add** window will open, containing a form for adding a new document template.
**In the Add window:**
* Select the document **Type**
* **Once selected:** The dynamic variable that can be used for that document type will appear in the grey textbox on the right.
* Enter a **Name** for the template
* Enter a **Subject** to be used when emailing the document
* Enter the **Message Details** in the textbox below
* Copy and paste the [dynamic variables](/workshop/docs/document-message-templates#dynamic-variables) from the grey textbox into the message to substitute the relevant information.
The default template and which templates are available can be controlled using the **[Companies](/workshop/docs/document-message-templates#company-templates)** list below.
:::(Warning) (Warning)
Although multiple document message templates can be set up, the default one will always be used when sending **customer statement** and **supplier batch payment** documents in [bulk](https://help.megabus.com.au/docs/customer-statements#bulk-customer-statement-edits), without manual review.
:::
:::(Info) (Note)
If a subject has already been configured for a document type it will be automatically migrated to the new templates as part of the as part of the 5.1.13 upgrade.
Companies without pre-configured subjects will be assigned the default template.
:::
### Dynamic Variables
When editing a document message template, a list of **dynamic variables** that can be used for that document will be shown in the grey box on the right.
These variables can be copied and pasted into the **Message Details** textbox, in order to substitute the relevant information when generating the document.
They can be used in both the **Subject** and **Message Detail** fields.
**If invalid dynamic variables have been used:**
* A warning will appear when trying to send the document and the email will not be sent.
* **Update** or **remove** the invalid variable to send the document
* We also recommend **updating the template** if this occurs
:::(Info) (Note)
The **PortalLink** variable will only be available when the [Customer Portal](/workshop/docs/customer-portal) is enabled within the system.
:::
### Company Templates
The default template and which templates are available can be controlled using the **Companies** list below.
To disable a template at a company, untick the **Active** checkbox for that company.
The default message to be used for each document type can be configured for each company by ticking the **Default** checkbox.
:::(Info) (Note)
If two templates are marked as **defualt** for the same dodument type, then whichever comes first in the list will be used as the default.
:::
:::(Warning) (Tip)
Default message templates can also be activated and set as defaults using the **Companies** module (accessible by selecting **System > Company > Companies**).
:::
## Sending Document Templates
If the **Email** option is selected while invoicing an order or generating a document, the **Email Details** pop-up will open.
The pop up shows a **preview** of the message template with all variables automatically filled in.
The messages can be **edited** before sending, if required.
To send the email, as shown in the preview, click on the **Ok** button at the bottom-right.