Opened 10 years ago

Closed 7 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 7 years ago.
Pic_2.jpg (247.7 KB) - added by jkenyon 7 years ago.
Pic_3.jpg (255.4 KB) - added by jkenyon 7 years ago.
Pic_4.jpg (74.1 KB) - added by jkenyon 7 years ago.

Download all attachments as: .zip

Change History (10)

comment:1 Changed 10 years ago by car031

  • Priority changed from Major to Minor
  • Type changed from Bug to Improvement

comment:2 Changed 7 years ago by car031

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

Changed 7 years ago by jkenyon

Changed 7 years ago by jkenyon

Changed 7 years ago by jkenyon

Changed 7 years ago by jkenyon

comment:3 Changed 7 years ago by jkenyon

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 Changed 7 years ago by car031

  • Milestone set to 7.6

comment:5 Changed 7 years ago by car031

  • Component changed from Core to User Interface

Thanks for the clarifications

comment:6 Changed 7 years ago by car031

  • Resolution set to fixed
  • Status changed from new to closed

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

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