> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pipeline.software/llms.txt
> Use this file to discover all available pages before exploring further.

# Message Templates

> Message Templates - Pipeline knowledge base.

## Message Templates

Message templates define the content used for automated emails, SMS messages, and notifications sent by Pipeline.

### Accessing Templates

Navigate to **Settings > Message Templates**.

### Template List

> **Screenshot:** The Message Templates grid showing the Name and System columns, with a mix of system templates (filled icon) and custom templates (empty icon).

The grid shows all templates with:

* **Name** - Template name/title
* **System** - A filled icon indicates a system template (built-in), an empty icon indicates a custom template

System templates are provided with Pipeline and serve as reference. Custom templates can be created and edited freely.

### Template Structure

Each template is composed of multiple parts:

* **Header** - Top section of the message
* **Body** - Main content area
* **Footer** - Bottom section
* **Signature** - Closing signature block

Each part has:

* HTML content (can include dynamic placeholders)
* Sort order (controls rendering sequence)
* Active/Visible toggles
* System flag (whether it's a built-in or custom part)

### Dynamic Placeholders

Templates support dynamic placeholders that are replaced with real data when sent. Common placeholders include:

* Customer name and contact details
* Job and invoice references
* Amounts and dates
* Links to view documents online

### Editing Templates

Double-click a template in the grid to open the editor. Modify the HTML content of any part, reorder parts using sort order, and toggle parts on or off as needed.

### Usage

Templates are used by:

* Workflow task actions (automatic emails on task completion)
* Invoice sending
* Purchase order sending
* CRM automation rules