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  1. Document Management System
  2. DMS-52

Sending Email Templates

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    Details

    • Type: New Feature
    • Status: Done
    • Priority: Medium
    • Resolution: Not in scope
    • Affects Version/s: None
    • Fix Version/s: Winter release
    • Labels:
      None

      Description

      Overview:
      As a DMS user, I want to be able send an end user an email template, as well as upload a document or attachment.

      Entry:
      1. User enters DMS.
      2. User navigates to send document.

      Acceptance Criteria:
      *IF I am in the DMS, I am able to select an email template to use when sending a document.
      *IF I am in the DMS, I am able preview the email template before it is sent with populated information (from tags).
      *IF I am in the DMS, I am able to edit any information that is not locked down before sending the template.
      *IF I am in the DMS, I am able to upload or attach any documents that need to be sent with the template.

      Exit:
      *User sends email to end user.
      *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. Email Template Selection.png
          Email Template Selection.png
          180 kB
        2. Email Templates language.png
          Email Templates language.png
          165 kB
        3. Email Templates to end user.png
          Email Templates to end user.png
          256 kB
        4. fontello-df1927f7.zip
          179 kB
        5. screenshot-1.png
          screenshot-1.png
          74 kB
        6. screenshot-2.png
          screenshot-2.png
          113 kB
        7. screenshot-3.png
          screenshot-3.png
          90 kB
        8. screenshot-4.png
          screenshot-4.png
          54 kB

          Activity

            People

            Assignee:
            samir Samir
            Reporter:
            molly.ronovsky Molly Ronovsky (Inactive)
            Votes:
            0 Vote for this issue
            Watchers:
            4 Start watching this issue

              Dates

              Created:
              Updated:
              Resolved: