Document types

Document types are Smile system groupings that provide access to relevant substitution codes to personalise customer communications. For example, the type of Ticket includes codes for ticket number and priority. The document type of Account includes codes for account number and overdue balance.

The following document types are available in email templates:
  • None (No substitution)
  • Account
  • Bond
  • Invoice
  • Itemized credit
  • Itemized debit
  • Journal
  • Payment
  • Prepaid expiry warning
  • Quote
  • Receipt
  • Recipient created tax invoice
  • Reimbursement
  • Renewal
  • Spend limit alert
  • Statement
  • Subscription
  • Surcharge
  • Ticket
  • Usage alert
  • Value pool alert

None (No substitution) is the default document type.

When a type is selected from the Document type drop-down the Substitution codes button appears below the Body text box of the template. Click Substitution codes to display all the codes for the selected document type.

For more information on the use and format, see Substitution codes.

Substitution codes are used in Bulk email, Email templates and Stationery and forms.