--- title: "Email Setup - Lasernet BC Connector - Installation Guide" slug: "email-setup" description: "In this page you will be shown how to sep up an SMTP Mail account in Lasernet BC Connector and how to use Email Placeholders and Templates. " updated: 2026-02-04T09:44:50Z published: 2026-02-04T09:44:50Z canonical: "kb.lasernetgroup.com/email-setup" --- > ## Documentation Index > Fetch the complete documentation index at: https://kb.lasernetgroup.com/llms.txt > Use this file to discover all available pages before exploring further. # Email Setup ## Set Up an Email Account Within the Lasernet solution, there are two places where you need to add an email account to be able to send an email. If your BC version is older than 18.0, follow steps 1 to 4. If you have a newer version, go to step 5. 1. Within BC, search for SMTP and open the **SMTP Mail Setup** menu. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1LDG0EXT.png) 1. Type in the relevant information. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-TUUWPVMF.png) 1. On the top menu, click **Test Email Setup** and follow the instructions to send a test email. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-O2IAZ6GW.png) 1. When done, you can use the **Send by Email** function. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-U1LTPRC3.png) Note Using this email function, Lasernet will create the PDF, and BC will send the email with the Lasernet PDF attached. 1. Within BC, search for email and open the **Set Up Email** menu. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-BZD0YK89.png) 1. Click **Next**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (23)(13).png) 1. Select **Use SMTP to send emails** and click **Next**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (24)(12).png) 1. Type in the relevant information. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (25)(12).png) 1. Click **Send Test Email** and follow the instructions to send a test email. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1700045542136(1).png) 1. When done, you can use the **Send by Email** function. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-RL4FZSK9.png) 1. The next step is to open Lasernet Developer and then the configuration. 2. Select **Modules** from the **Tools** menu and then open up the **Mail Output** module. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-04CH2T6J.png) 1. Type in the relevant information. It makes sense to use the same settings as BC. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-85DZ2WZN.png) ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-8M2F1K78.png) Now, you can use the email function. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-JGKI9L2L.png) ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-51LBCWJM.png) ## Email Placeholders and Email Templates Within Lasernet BC Connector, you can specify your own email body and subject in different languages and use placeholders as variable fields/words in your email template to personalize the email for your customer or vendor. ### Placeholders To set the email templates, you will first need to specify your placeholders. Placeholders are fields from a table that you want to use in your email template, like **Customer Name**, **Document Number**, or **Username**. Placeholders provide one record rather than multiple. For example, you can use fields from Header tables and not Lines. If you want a date from a Line, you can select an option to receive either the first or final record. This means that you still only receive one record/field that you can use within your email templates. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-EQA57VCE.png) ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (4)(11).png) To use placeholders successfully, follow these steps: 1. Locate and open **Lasernet Placeholder Sets**. 2. If no records appear, click the **Suggest Placeholders** button on the top menu. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-C986DNTU.png) 1. Select a record that matches the report you wish to customize for the email subject and body. **SALESHEADER** is used for many reports, such as **Salesorder**, **PickInstruction**, **Workorder**, **Proforma**, and **Draft Invoice**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-6ZUKTQ6N.png) 1. On the top menu, click **Manage**, then **Edit**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-3ER1BAFP.png) 1. The top table (**Sales Header**) is already added to the **Tables** section. 2. If you need to use data from **Sales Header**, add it to the table. Go to step 13. 3. If you need to use data as variable fields in your email subject or body, click **Manage,** then **Add**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-YHC4J98Z.png) 1. On the new record, select the **…** (three dots) button in the **Table No.** column. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (26)(11).png) 1. Select the table from the list. You can use the search function on the top menu to locate it. ![The search bar is highlighted in red. The word "user" has been typed in. The table number 2000000120 is selected.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-EQFHL72V(1).png) The next step is to create a connection between two tables. It must be a unique key in order to filter the exact record and not retrieve too many records. If the key fields have already been identified for the table added, then it is only necessary to define the **Field No** or **Filter value** on the header table. 1. Change the **Filter Type** to **Filter String** **(Placeholders)**. ![The "Filter Type" field is highlighted in red. "Filter String (Placeholder)" is selected.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-5ZCOMLWT(1).png) Three **Filter Type** options are available: - **Field Value**: Select a **Field** from a table. - **Filter String**: Type in a manual **Filter**. - **Filter String (Placeholders)**: Use a **System Field** as **Filter**. 1. Within the **Field No.**/**Filter Value** column, click the **…** (three dots) button. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (27)(11).png) 1. Select **Current User Security ID** from the list and click **OK**. Then, filter the BC users for the email. ![The "Current User Security ID" source is selected in the "Values" form.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-F6UB87TS(1).png) ![The "User Security ID" value has been entered as a filter.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-0C591AAV(1).png) 1. Add the fields from the **User Table** by clicking **Manage,** then **Add.** These buttons are located under the **Entries** section. ![The "Add" button is highlighted in red.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1702289027037(2).png) 1. On the new record, select the **…** (three dots) button in the **Field No.** column. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-US4U6Q72.png) 1. Select the field that you wish to use in your email template. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-XNI8TF3E.png) 1. Continue to add all the fields you want to use from the **User Table**. Once you are finished, close the **Lasernet Placeholder Set** form. In the overview, you can see all the fields from the set. ![The "Entries" section of the "Lasernet Placeholder Sets" form is highlighted in red.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1702289081489(1).png) ### Email Templates The next step is to create your email template. You can use and import an HTML email or create your own with our tool. You can also ensure that customers and vendors get the correct email in their desired language. 1. Locate and open **Email Templates**. If you do not see any records, click the **Suggest Email Templates** button on the top menu. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-9O21QIJB.png) You have the option to either select a record from the list or create your own by clicking **Modify** or **New** on the top menu. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-5KTTF9M3.png) We have created an email template that includes all languages. The default language is **English**. To change it, select the report you want and choose **Modify**. If you wish to add a new language, select **New** at the bottom of the drop-down menu. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-GPLUIXOT.png) 1. In this guide, we choose to create a new record. To do so, click **New**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-DTA70B57.png) 1. From the **Document Type** drop-down list, select **Sales Order**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-10SZI7ZB.png) 1. This guide will use the Danish language as an example. To produce a Danish-language email, type **DAN** in the **Language Code** column and fill out the **Name** and **Description**. Then, select the **Active** checkbox. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (17)(7).png) 1. On the top menu, click **Modify**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image (18)(8).png) 1. Define a Placeholder Set by clicking **SALESHEADER** within the **Placeholder Set Code** field. ![The "SALESHEADER" placeholder set code is highlighted in red.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1702289147688(1).png) The **Placeholders** fields should now appear at the bottom of the screen. ![The "Email template" form includes the "Placeholder" fields.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1702289166721(1).png) 1. Enter the text for the email subject. ![The "Subject" field is displayed.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1702289177576(1).png) 1. If you require a field such as the document number, select it from the **Placeholders** list and then click the **Placeholder to Subject** button. ![The "Placeholder to Subject" button and the "(DOCUMENTNO)" placeholder are highlighted in red.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1702289188993(1).png) 1. Enter the email content and add the placeholders to the template. To add a placeholder, select the placeholder at the bottom of the screen and then click the **Placeholder to Body** button. ![The "Placeholder to Body" button and the "Placeholder" list are highlighted in red.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1702289200327(1).png) 1. Close the email template form and follow the same process for the other languages you want to use. ![The "Sales Blanket Order", "Sales Quote", and "Sales Order" email templates are highlighted in red.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1702289231799(1).png) In this example, an email template has been created for Danish customers. Customers using different language codes will receive an English-language email, as this is the default setting. ![The "Language Code" field of the "Email Template" form is highlighted in red.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-U5GBLMYK(1).png)