Setting up Email Templates
You may create drafts of email templates to be used from within specific modules. The templated email that you select to use from within a module will be pulled into the email compose screen.
How to Create the Draft Email
- Click Dashboard
- Click Email Management
- Click Template tab
- Click Add Template button
- Complete the on-screen files as follows:
- Template Name = Enter a label for the Template
- Module = select from the Dropdown list the module type that the template will be accessible from
- Subject = Enter a Subject line
- From Name = Enter the 'From' email name
- From Email Address = Enter the 'From' Email address
- Email Content = add your draft message (Note: any hotkeys added, will need to be available from the Email compose screen within the module's email compose screen. Not all hotkeys will be available on all Send Email compose screens)
- Click Update button to save
To access the Draft Email from a Module
- Click Dashboard
- Click the appropriate module
- Click Reports button
- Click Go for the report you wish to pull the Send Email compose screen in
- Click Pick Template dropdown list
- Update your draft message accordingly, subject heading, from fields as necessary.
- Review and update the list of hotkeys to the hotkeys used in your draft message and update/review hotkeys accordingly
- Click Preview to send yourself a sample message
- You may edit the message or choose to send the message
Related Articles
How to Edit the System Submission Emails and Email Settings?
Additional Settings Draft Email Content (Available if your system is using the submission Draft Mode function). This means that the user may save a draft of their submission prior to submitting the final submission. Any portion of the submission may ...
How to configure or update Emails in the Forms module
In the Forms modules, there are several admin email notifications that can be set up as well as the submission confirmation email to the submitter. An email may be configured to send on 1. submission, 2. when all items have been completed 3. when a ...
Emails - Formatting
How to Add an Image to an Email? To add an image to an email, first upload the file to the X-CD system. Once it is uploaded, the file may be added from the WSYWIG editor on the Send Email screen by clicking Insert Image icon. From Admin Dashboard, ...
Email History tab and Scheduled Emails tab
Email History will allow you to view statistics of emails that and admin has sent or scheduled to send and/or view the email content. Click Dashboard Click Email Management in left-side menu Click Email History tab > this will display emails sent out ...
Emailing a New Reviewer and Editing Invitations
How to email a new Reviewer who was added afterward the initial reviewer assignments? After you have assigned the reviews to the Reviewer Click the Email icon next to the Reviewer's Name to send the Invitation to Review email How to edit the Reviewer ...