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Location: Configuration  Document E-mail template
Prerequisites:
▪None.
Overview:
The e-mail template meets the needs to send documents to be approved by people who are not system users. To do so, this menu is used to create an e-mail template to be used to send the document. Later on, the e-mail template must be associated with the document approval route, which will also have the name and the e-mail address of the person who will approve the document.
Specific buttons:
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Click on this button to add an e-mail template. See further details about this operation in the Configuring an e-mail template section.
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Click on this button to edit the e-mail template selected in the list of records.
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Click on this button to delete the e-mail template selected in the list of records. To perform this operation, confirm the request performed by the system.
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Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.
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Click on this button to enable/disable the record selected on the main screen. In order to view the disabled records, use the "Status" field of the General filter in the search filters panel.
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Use the "Search filters" to easily retrieve records based on specific information.
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