Details

    • Type: New Feature
    • Status: Done
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: Winter release
    • Labels:
      None

      Description

      Overview:
      Allow end users to receive email notifications when they have a new document they need to complete.

      Entry:

      • End user opens email.

      Acceptance Criteria:
      *IF I am an end user, I will receive an email that i have document(s) to complete.
      *IF I am an end user, I have the ability to click a button within the email that takes me directly into the portal to complete forms.

      Exit:
      *End user closes email.

        Attachments

        1. end user email.png
          end user email.png
          234 kB
        2. End User to Receive Email Notification.jpg
          End User to Receive Email Notification.jpg
          178 kB
        3. Review and Sign Page.png
          Review and Sign Page.png
          128 kB
        4. screenshot-1.png
          screenshot-1.png
          456 kB
        5. Testcases.xls
          18 kB

          Activity

          Hide
          swapnil.pandhare Swapnil Pandhare (Inactive) added a comment -

          Hi Molly Ronovsky ,

          As portal is not done yet , can we move this to another sprint . Because, we won't be able to create portal link then?

          Please let us know your views.

          Thanks,
          Swapnil P.

          Show
          swapnil.pandhare Swapnil Pandhare (Inactive) added a comment - Hi Molly Ronovsky , As portal is not done yet , can we move this to another sprint . Because, we won't be able to create portal link then? Please let us know your views. Thanks, Swapnil P.
          Hide
          aruna.raheja Aruna Raheja added a comment -

          Molly Ronovsky : Please find attached email template. If this is good to go then request you to kindly share the final content that need to come on this mailer.

          Show
          aruna.raheja Aruna Raheja added a comment - Molly Ronovsky : Please find attached email template. If this is good to go then request you to kindly share the final content that need to come on this mailer.
          Hide
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Aruna Raheja These look great! See my image to understand the messaging. As well, the template should be editable by the client on the backend so that the text is not hard coded.

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Aruna Raheja These look great! See my image to understand the messaging. As well, the template should be editable by the client on the backend so that the text is not hard coded.
          Hide
          aruna.raheja Aruna Raheja added a comment -

          Molly Ronovsky : The data fetching from fields can be done by Swapnil and team.

          Also we will create a screen where it is editable in the backend.

          Show
          aruna.raheja Aruna Raheja added a comment - Molly Ronovsky : The data fetching from fields can be done by Swapnil and team. Also we will create a screen where it is editable in the backend.
          Hide
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -
          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Aruna Raheja Great
          Hide
          aruna.raheja Aruna Raheja added a comment -

          Molly Ronovsky : Should i close this ticket.

          Show
          aruna.raheja Aruna Raheja added a comment - Molly Ronovsky : Should i close this ticket.
          Hide
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Aruna Raheja yes, looks good.

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Aruna Raheja yes, looks good.
          Hide
          akash.thakur Akash Thakur (Inactive) added a comment -

          Hi All,

          We have implemented this. as of now when the user preview form after and click on send the particular receive an email from our side with attachments.

          Thanks,

          Akash Thakur

          Swapnil Pandhare

          Show
          akash.thakur Akash Thakur (Inactive) added a comment - Hi All, We have implemented this. as of now when the user preview form after and click on send the particular receive an email from our side with attachments. Thanks, Akash Thakur Swapnil Pandhare
          Hide
          priya.dhamande Priya Dhamande (Inactive) added a comment -

          Hi Molly,

          As per discussion assigning the Jira to you. 
          Test Cases attached for reference.
          Request you to please review and confirm the same.

          Thanks

          Show
          priya.dhamande Priya Dhamande (Inactive) added a comment - Hi Molly, As per discussion assigning the Jira to you.  Test Cases attached for reference. Request you to please review and confirm the same. Thanks
          Hide
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Priya Dhamande

          This looks good - i do think we need to look at the reminder email and make sure the logic is right there. We probably need to indicate how many times we should try to resend. vs doing every single day or whatever the preference is.

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Priya Dhamande This looks good - i do think we need to look at the reminder email and make sure the logic is right there. We probably need to indicate how many times we should try to resend. vs doing every single day or whatever the preference is.
          Hide
          priya.dhamande Priya Dhamande (Inactive) added a comment -

          Molly Ronovsky,

          Yes the delinquent issue is resolved.
          we will have discussion in call for the same.

          Swapnil Pandhare Samir

          Show
          priya.dhamande Priya Dhamande (Inactive) added a comment - Molly Ronovsky , Yes the delinquent issue is resolved. we will have discussion in call for the same. Swapnil Pandhare Samir

            People

            Assignee:
            priya.dhamande Priya Dhamande (Inactive)
            Reporter:
            molly.ronovsky Molly Ronovsky (Inactive)
            Votes:
            0 Vote for this issue
            Watchers:
            5 Start watching this issue

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              Updated:
              Resolved:

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