Communicating with customers is an import activity in any business scenario. Docsvault provides Email Template to send repetitive messages to multiple recipients on demand.
Creating an Email Template
•Select the Administration menu and click the Email Template option. •Click Add button to add a new email template. •In the New Template dialog, enter the Template Name. •Select a Category from the drop-down list. •Select the users/groups to whom this template should be visible. •For the template, add the To, Bcc, Subject etc. details. (refer to the table below) •In the mail Message section, create the email message body. You can select dynamic fields from the available Select Fields drop-down list. This will dynamically replace the index values associated with a document being attached. •Click Save. |
Field |
Description |
Send By |
Default Email App: Option to send emails using the default email client application (Outlook or others). Docsvault Email System: Sends emails using the Docsvault built-in email system. |
To |
Specify the Email ID of the recipient. You can also select the dynamic index field from the Select Field drop down list. |
Bcc |
Specify the Email IDs of the recipients who would receive a blind carbon copy |
Subject |
Specify the subject to be displayed while sending Email to recipients. You can also provide dynamic index fields from the Select Field drop down list. |
 |
Using Email Templates
Email Templates provides an easy way to deal with repetitive email tasks. To learn how to use Email Templates, see Using Email Template.