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  1. Document Management System
  2. DMS-51

Create Email Templates

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    Details

    • Type: New Feature
    • Status: Done
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: Email communication
    • Labels:
      None
    • Sprint:
      DMS - Sprint 3, DMS - Sprint 4, DMS - Sprint 5

      Description

      Overview:
      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.

      Entry:
      1. User enters DMS.
      2. User navigates to Email Templates

      Acceptance Criteria:
      *IF I am in the DMS, I am able to create and save email templates to be used to send to end users.
      *IF I am in the DMS, I am able to use 'tags' within email templates so that data is automatically populated when using within a standard template.
      *IF I am in the DMS creating an email template, I want to be able to use an editor (like Bee Editor) to make my email templates look professional / clean and have the ability to include various types of design, images, videos, etc.
      *IF I am in the DMS creating an email template, I want to be able to pull in an esignature tag for end user to be able to sign.

      Exit:
      *User saves email template.
      *User exits DMS.

      Prerequisites:
      *User is a current user of CBAT, CBES, or WT OR has stand alone link to log in.
      *User knows how to access portal either by link or within CB application.

        Attachments

        1. Customized Template.png
          Customized Template.png
          159 kB
        2. New Email Template.png
          New Email Template.png
          195 kB
        3. New Email Template rows.png
          New Email Template rows.png
          188 kB
        4. New Email Template tags.png
          New Email Template tags.png
          198 kB
        5. Screen Shot 2019-02-15 at 4.20.41 PM.png
          Screen Shot 2019-02-15 at 4.20.41 PM.png
          42 kB
        6. Screen Shot 2019-02-15 at 4.21.01 PM.png
          Screen Shot 2019-02-15 at 4.21.01 PM.png
          74 kB
        7. SettingsTab.png
          SettingsTab.png
          155 kB
        8. Testcases -DMS-51.xls
          21 kB

          Issue Links

            Activity

              People

              Assignee:
              narendra.kumar Narendra Kumar
              Reporter:
              molly.ronovsky Molly Ronovsky (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              6 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:

                  Time Tracking

                  Estimated:
                  Original Estimate - 245h Original Estimate - 245h
                  245h
                  Remaining:
                  Time Spent - 197.25h Remaining Estimate - 107h
                  107h
                  Logged:
                  Time Spent - 197.25h Remaining Estimate - 107h
                  197.25h