--- title: Assigning default forms and email templates description: This article explains how the administrator can assign default reports, message templates, and whether or not you prefer to preview or email the reports. --- [Skip to content](https://hub.acctivate.com/articles/assign-default-forms-and-email-templates#main-content) [Go to Customer Portal](https://hub.acctivate.com/tickets?hsLang=en) ![Acctivate - A CAI Solution](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg) - [Knowledge Base](https://hub.acctivate.com/articles) Open main navigation Close main navigation - [Knowledge Base](https://hub.acctivate.com/articles) - [Go to Customer Portal](https://hub.acctivate.com/tickets) - [Support Resources / Create Ticket](https://acctivate.com/support) [Support Resources / Create Ticket](https://acctivate.com/support) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://hub.acctivate.com/articles?hsLang=en) 2. [Configuration](https://hub.acctivate.com/articles/configuration?hsLang=en) 3. [Sales Orders](https://hub.acctivate.com/articles/configuration?hsLang=en#sales-orders) April 14, 2025 # Assigning default forms and email templates ## This article explains how the administrator can assign default reports, message templates, and whether or not you prefer to preview or email the reports. In Configuration Management, the administrator can assign default reports, message templates, and whether or not you prefer to preview or email the reports. To get to this section, go to **File \> Configuration Management \> Sales Orders \> Forms**. ![](https://help.acctivate.com/wp-content/uploads/Default-Forms.jpg) For the reports, you'll see the corresponding reports based on where the report prints on the window. The Sales Order reports will show in the Sales Order section, the Sales Order Picking reports will show in the Pick Ticket section, etc. This sets the default form to print when clicking the corresponding icons rather than using the drop down to select it manually each time. If you wish to go directly to printing on certain forms, uncheck the **Preview** box for each one. If you would like to email the forms, check the corresponding **Email** box. The same goes for the Message Templates. The administrator can set the default [Message Template](https://help.acctivate.com/articles/885/) to populate an email sent from each window depending on the form being sent. This way your users don't have to **Insert** the template each time. However, they can **Replace** the template with another that makes more sense depending on the need. - [Getting Started](https://hub.acctivate.com/articles/getting-started?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/getting-started?hsLang=en#basics) - [User Interface](https://hub.acctivate.com/articles/getting-started?hsLang=en#user-interface) - [Manager windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#manager-windows) - [List windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#list-windows) - [Transaction windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#transaction-windows) - [License and Users](https://hub.acctivate.com/articles/getting-started?hsLang=en#license-and-users) - [Email](https://hub.acctivate.com/articles/getting-started?hsLang=en#email) - [Getting Help](https://hub.acctivate.com/articles/getting-started?hsLang=en#getting-help) - [Installation](https://hub.acctivate.com/articles/installation?hsLang=en#main-content) - [Acctivate](https://hub.acctivate.com/articles/installation?hsLang=en#acctivate) - [Database Server](https://hub.acctivate.com/articles/installation?hsLang=en#database-server) - [Mobile WMS Setup](https://hub.acctivate.com/articles/installation?hsLang=en#mobile-wms-setup) - [Software Updates](https://hub.acctivate.com/articles/installation?hsLang=en#software-updates) - [Email Setup](https://hub.acctivate.com/articles/installation?hsLang=en#email-setup) - [Remote Access](https://hub.acctivate.com/articles/installation?hsLang=en#remote-access) - [Configuration](https://hub.acctivate.com/articles/configuration?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/configuration?hsLang=en#basics) - [Users](https://hub.acctivate.com/articles/configuration?hsLang=en#users) - [Company Info](https://hub.acctivate.com/articles/configuration?hsLang=en#company-info) - [Customers](https://hub.acctivate.com/articles/configuration?hsLang=en#customers) - [Sales Orders](https://hub.acctivate.com/articles/configuration?hsLang=en#sales-orders) - [Inventory](https://hub.acctivate.com/articles/configuration?hsLang=en#inventory) - [Custom Fields](https://hub.acctivate.com/articles/configuration?hsLang=en#custom-fields) - [Email Message Templates](https://hub.acctivate.com/articles/configuration?hsLang=en#email-message-templates) - [Services](https://hub.acctivate.com/articles/configuration?hsLang=en#services) - [Inventory](https://hub.acctivate.com/articles/inventory?hsLang=en#main-content) - [Products](https://hub.acctivate.com/articles/inventory?hsLang=en#products) - [Costing](https://hub.acctivate.com/articles/inventory?hsLang=en#costing) - [Prices and Units](https://hub.acctivate.com/articles/inventory?hsLang=en#prices-and-units) - [Warehouses and Locations](https://hub.acctivate.com/articles/inventory?hsLang=en#warehouses-and-locations) - [Lot Numbers](https://hub.acctivate.com/articles/inventory?hsLang=en#lot-numbers) - [Inventory Manager](https://hub.acctivate.com/articles/inventory?hsLang=en#inventory-manager) - [Receipts](https://hub.acctivate.com/articles/inventory?hsLang=en#receipts) - [Assemblies](https://hub.acctivate.com/articles/inventory?hsLang=en#assemblies) - [Kits and Assortments](https://hub.acctivate.com/articles/inventory?hsLang=en#kits-and-assortments) - [Landed Cost](https://hub.acctivate.com/articles/inventory?hsLang=en#landed-cost) - [Transfers](https://hub.acctivate.com/articles/inventory?hsLang=en#transfers) - [Adjustments](https://hub.acctivate.com/articles/inventory?hsLang=en#adjustments) - [Counts](https://hub.acctivate.com/articles/inventory?hsLang=en#counts) - [Reports](https://hub.acctivate.com/articles/inventory?hsLang=en#reports) - [Purchasing](https://hub.acctivate.com/articles/purchasing?hsLang=en#main-content) - [Purchase Orders](https://hub.acctivate.com/articles/purchasing?hsLang=en#purchase-orders) - [Purchase Order Manager](https://hub.acctivate.com/articles/purchasing?hsLang=en#purchase-order-manager) - [Purchase Invoices](https://hub.acctivate.com/articles/purchasing?hsLang=en#purchase-invoices) - [Vendors](https://hub.acctivate.com/articles/purchasing?hsLang=en#vendors) - [Customers](https://hub.acctivate.com/articles/customers?hsLang=en#main-content) - [Customers](https://hub.acctivate.com/articles/customers?hsLang=en#customers) - [Locations](https://hub.acctivate.com/articles/customers?hsLang=en#locations) - [Credit & Terms](https://hub.acctivate.com/articles/customers?hsLang=en#credit-terms) - [Pricing](https://hub.acctivate.com/articles/customers?hsLang=en#pricing) - [Broadcast Email](https://hub.acctivate.com/articles/customers?hsLang=en#broadcast-email) - [Sales](https://hub.acctivate.com/articles/sales?hsLang=en#main-content) - [Orders](https://hub.acctivate.com/articles/sales?hsLang=en#orders) - [Sales Order Manager](https://hub.acctivate.com/articles/sales?hsLang=en#sales-order-manager) - [Picking](https://hub.acctivate.com/articles/sales?hsLang=en#picking) - [Drop Shipments](https://hub.acctivate.com/articles/sales?hsLang=en#drop-shipments) - [Sales Tax](https://hub.acctivate.com/articles/sales?hsLang=en#sales-tax) - [Packaging](https://hub.acctivate.com/articles/sales?hsLang=en#packaging) - [Shipping](https://hub.acctivate.com/articles/sales?hsLang=en#shipping) - [Invoices](https://hub.acctivate.com/articles/sales?hsLang=en#invoices) - [Payments](https://hub.acctivate.com/articles/sales?hsLang=en#payments) - [Credits](https://hub.acctivate.com/articles/sales?hsLang=en#credits) - [Business Activities](https://hub.acctivate.com/articles/business-activities?hsLang=en#main-content) - [Business Activities](https://hub.acctivate.com/articles/business-activities?hsLang=en#business-activities) - [Business Alerts](https://hub.acctivate.com/articles/business-activities?hsLang=en#business-alerts) - [QuickBooks](https://hub.acctivate.com/articles/quickbooks?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/quickbooks?hsLang=en#basics) - [QuickBooks Online](https://hub.acctivate.com/articles/quickbooks?hsLang=en#quickbooks-online) - [QuickBooks Desktop](https://hub.acctivate.com/articles/quickbooks?hsLang=en#quickbooks-desktop) - [Mobile WMS](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#basics) - [Picking](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#picking) - [Receiving](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#receiving) - [Counts](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#counts) - [Assemblies](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#assemblies) - [Web Store Integrations](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en#basics) - [Templates and Options](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en#templates-and-options) - [EDI](https://hub.acctivate.com/articles/edi?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/edi?hsLang=en#basics) - [Orders - 850](https://hub.acctivate.com/articles/edi?hsLang=en#orders-850) - [Shipments - 856](https://hub.acctivate.com/articles/edi?hsLang=en#shipments-856) - [Invoices - 810](https://hub.acctivate.com/articles/edi?hsLang=en#invoices-810) - [Warehouse - 940/945](https://hub.acctivate.com/articles/edi?hsLang=en#warehouse-940-945) - [Reports](https://hub.acctivate.com/articles/reports?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/reports?hsLang=en#basics) - [Standard Reports](https://hub.acctivate.com/articles/reports?hsLang=en#standard-reports) - [Crystal Reports](https://hub.acctivate.com/articles/reports?hsLang=en#crystal-reports) - [Excel](https://hub.acctivate.com/articles/reports?hsLang=en#excel) - [Database](https://hub.acctivate.com/articles/database?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/database?hsLang=en#basics) - [Backup & Restore](https://hub.acctivate.com/articles/database?hsLang=en#backup-restore) - [Microsoft SQL Server](https://hub.acctivate.com/articles/database?hsLang=en#microsoft-sql-server) - [Imports](https://hub.acctivate.com/articles/database?hsLang=en#imports) - [Troubleshoot](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#main-content) - [General](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#general) - [Installation](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#installation) - [Inventory](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#inventory) - [Purchasing](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#purchasing) - [Sales](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#sales) - [Shipping](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#shipping) - [QuickBooks Desktop](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#quickbooks-desktop) - [QuickBooks Online](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#quickbooks-online) - [Mobile WMS](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#mobile-wms) - [Web Store Integration](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#web-store-integration) - [EDI](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#edi) - [Reports](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#reports) - [Database](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#database) - [Imports](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#imports) - [Email](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#email) - [Integrations](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#integrations) [![Acctivate Inventory Software](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg "Acctivate Inventory Software")](https://acctivate.com) Acctivate Knowledge Base [mailto:support@acctivate.com](mailto:support@acctivate.com) Copyright © 2025, Alterity, LLC