Opened 12 years ago

Closed 9 years ago

#397 closed improvement (fixed)

Templates for composing emails

Reported by: jkenyon Owned by:
Priority: minor Milestone: 7.6
Component: User Interface Version: 6.8.1
Keywords: Cc:

Description

Ability to create email templates to be used when manually emailing documents. Templates would also allow metadata to be inserted into the email subject/body easily.

Attachments (4)

Pic_1.jpg (158.1 KB ) - added by jkenyon 9 years ago.
Pic_2.jpg (247.7 KB ) - added by jkenyon 9 years ago.
Pic_3.jpg (255.4 KB ) - added by jkenyon 9 years ago.
Pic_4.jpg (74.1 KB ) - added by jkenyon 9 years ago.

Download all attachments as: .zip

Change History (10)

comment:1 by car031, 12 years ago

Priority: MajorMinor
Type: BugImprovement

comment:2 by car031, 9 years ago

The requirement is not completely crear, can you provide some examples?

by jkenyon, 9 years ago

Attachment: Pic_1.jpg added

by jkenyon, 9 years ago

Attachment: Pic_2.jpg added

by jkenyon, 9 years ago

Attachment: Pic_3.jpg added

by jkenyon, 9 years ago

Attachment: Pic_4.jpg added

comment:3 by jkenyon, 9 years ago

No worries... here is an idea of how to implement:

You right click on a document and select "Send by email" from the context menu (see Pic_1)

Then on the "Send by email" window, perhaps there is a drop down list for available email templates. Selecting a template will then add the pre-defined template text to the subject/body of the email being composed. This could include place-holders which will added values of metadata fields (see Pic_2 and Pic_3 for examples).

To administer email templates, this could be placed under Administration -> Document Metadata (see Pic_4)

If you need any further clarification please let me know.

Thanks

comment:4 by car031, 9 years ago

Milestone: 7.6

comment:5 by car031, 9 years ago

Component: CoreUser Interface

Thanks for the clarifications

comment:6 by car031, 9 years ago

Resolution: fixed
Status: newclosed

the administration of the user templates will be done in Administration->Settings->Outgoiung Emails->templates

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