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Type: Epic
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Status: To Do
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Priority: Medium
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Resolution: Unresolved
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Affects Version/s: None
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Fix Version/s: Winter release
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Labels:None
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Company:CareerBuilder
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Epic Name:DMS Email Templates
Overview:
Allow DMS users to create and save branded email templates within the DMS populating information from consuming applications.
User Stories
1. As a DMS user, I want to be able to create and save email templates within the DMS so that I can send them to end users.
2. As a DMS user, I want the ability to populate template with data from consuming applications (ie. Offer data from the candidate form in the ATS).
3. As a DMS user, I want some type of editor to be available to use (Bee Editor) so that the email templates that are sent to end users are custom / professional and I have the ability to add various types of design, images, videos, etc.
4. As a DMS user, I want to be able to add the ability for an end user to esign the template (ie. Offer letter).
5. As a DMS user, I want the ability to lock down fields so that they cannot be edited or changed.
6. As a DMS user, I want the ability to resend a previously sent template so that end user can receive if they cannot find.
7. As a DMS user, I want the ability to preview and edit the template before sending to end user.
8. As a DMS user, I want to be able to see a historic log of the email templates I have sent from the DMS so I can refer back and as well as resend, if needed.
9. As a DMS user, I want to be able to enter email into multiple languages so that end user sees email in proper language.
Entry Criteria:
*DMS user goes into DMS and navigates to email templates.
Exit Criteria:
*The DMS user previews / edits email.
*The DMS user sends email to end user.
*The DMS user exits DMS.
Acceptance Criteria:
*IF I am a DMS user, I have the ability to create email templates using various layouts with the ability to pull in various types of features like videos, pictures, etc.
*IF I am a DMS user, I have the ability to pull in fields from consuming applications so that emails are dynamically populated with information.
*IF I am a DMS user, I have the ability to request an esignature from the end user.
*IF I am a DMS user, I have the ability to lock down certain information so it may not be edited.
*IF I am a DMS user, I have the ability to preview what will be sent to the end user before it is sent so that I can make any modifications I might want to make.
*IF I am a DMS user, I have the ability to see a historic log of email templates that have been sent and I can resend, if needed.
*IF I am creating a template, I am able to put in multiple languages.
Prerequisites:
- User is a current user of CBAT, CBES, or WT.
- User knows how to access portal either by link or within CB application.