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Auto-Email Templates Grid
Make the following menu selections to display the Auto-Email
Templates setup grid:
Setup—Global—Auto-Email Templates
Use the grid and tab to manage
Auto-Email templates. With Auto-Email Templates, you can create and edit
templates to be used for Auto-Emails.
Note
If an Auto-Email is to contain an ,
then the attachment name and type needs to be available to the user when
the template is created or edited, and the attachment needs to be available
to the system when the email is sent. For
additional setup details, refer to Auto-Email
Overview
Grid and Tab Fields
Note
A red asterisk ( * )
indicates a required field or selection.
Grid Fields
Template ID
The identification for template.
Delete
Click the Delete icon
to delete a template.
Add
Click to open the Add Auto-Email Template tab.
This allows you to create a new Auto-Email template.
Find Template
Use this button to locate an existing template
if it is not displaying on the grid. Type a template ID and then click
the Find button.
Add/Edit Auto-Email Template Fields
Template ID *
Enter a meaningful identification for the template
you are creating. The naming convention is up to you. Examples:
Work Order template: WO or WO_PropID
Guest Card template: GC or GC_Group1
Subject *
The subject of the Auto-Email.
Email text *
Enter the text of the Auto-Email using the HTML
editor. Graphics can be embedded into the email text.
Attachments
Check the box for each attachment to include with
the Auto-Email.
To Add or Edit an
Auto-Email Template
Note
If an Auto-Email is to contain an ,
then the attachment name and type needs to be available to the user when
the template is created or edited, and the attachment needs to be available
to the system when the email is sent.
- Make sure that any
you want to attach to the Auto-Email have been uploaded.
- From the eSite menu,
select Setup—Global—Auto-Email Templates.
- If adding a new template,
click Add;
if editing a template, click the Template ID. The Add/Edit
Auto-Email Templates tab opens.
- If adding a new template,
enter a Template ID. If editing, the Template ID is display-only.
- Add or edit the Subject
of the email.
- Use the HTML editor
to add text or edit the body of the email. If you click Insert
HTML then you can enter HTML, URLs, and also use the following
placeholder fields within the body of the email, although not all keywords
pull information for every activity:
@Property
@Recipient
@Manager
@WO
@ActionDate
- In the Attachments
area, check the box for each attachment to include with the Auto-Email.
- Click Save.
The Auto-Email template is saved and the Auto-Email Template grid appears.
To Delete Auto-Email
Templates
- From the eSite menu,
select Setup—Global—Auto-Email Templates.
- Click the Delete button for the
template you want to delete.
- Click OK to confirm.
See Also
Auto-Email
Overview
Auto-Email
Attachments
Auto-Email
Activities
Auto-Email
Audit Report
Global Overview