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Customize your default file names and email subjects

Automating tasks and customizing your workflows are two important aspects of Rentman. We want to let you adjust and automate your communication style as much as possible.

This is why in your document templates you can now edit both the default subject of your emails and the names of the files. To speed up your workflow, you can also use variables directly in these fields.

Some examples of what you can do:

  • Use your favorite wording.
  • Add the variables for your first and last name in your subjects if you want to show which account manager created the project.
  • Add the creation date in the file name.
  • Choose to show the project name or the project number.

This feature is included in version 184 of Rentman.

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