Configuring an e-mail template |
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To add a new e-mail template, perform the following steps:
1.Access the Configuration
2.Click on the
3.On the screen that will be opened, enter an ID # and a name for the e-mail template.
4.Then, fill out the following fields: ▪Subject: Enter the subject of the e-mail. ▪Content will be read from HTML file: Check this option so that the e-mail body is an HTML file. In this case, use the Template field to select a file previously created in the system. ▪Content to be written: Check this option for the e-mail body to be written by you. In this case, use the space and the tools made available at the bottom of the screen to draft the e-mail body.
Note: The e-mail will contain a link for the responsible party to approve the document. It allows viewing, taking notes, and finishing the document approval.
5.After setting the configurations, save the record.
6.The e-mail template must be associated in the Approval section on the document data screen. In this section, after clicking on the |