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Configuring an e-mail template

To add a new e-mail template, perform the following steps:

1.Access the Configuration Document E-mail template menu.

2.Click on the button on the main toolbar. To edit the data of a template, select it in the list of records and click on the button.

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 button, to add a responsible party for the approval of the document, the options to add a SoftExpert Suite user or a Guest will be displayed. By selecting a Guest, you will be able to add their data and the e-mail template to send the document.