Document Management SystemProject Type: software

Document Management System

Uploaded image for project: 'Document Management System'
  1. Document Management System
  2. DMS-52

Sending Email Templates

    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

          Ascending order - Click to sort in descending order
          Hide
          Permalink
          aruna.raheja Aruna Raheja added a comment -

          Hi Molly Ronovsky  Samir, Kindly review the attached wireframes for the above story. Will create more screens if i am on right track.

          Show
          aruna.raheja Aruna Raheja added a comment - Hi  Molly Ronovsky   Samir , Kindly review the attached wireframes for the above story. Will create more screens if i am on right track.
          Hide
          Permalink
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Aruna Raheja

          Hi Aruna,

          Please see screenshots from CBAT on how they have email templates / language.
          Email Templates:

          Language toggle on top right:

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Aruna Raheja Hi Aruna, Please see screenshots from CBAT on how they have email templates / language. Email Templates: Language toggle on top right:
          Hide
          Permalink
          aruna.raheja Aruna Raheja added a comment - - edited

          Hi Molly Ronovsky : Kindly check the attached screen. Have created a different look for language. Need your feedback on that as well.

          If it is ok, then i will implement the same on DMS-51

          Show
          aruna.raheja Aruna Raheja added a comment - - edited Hi  Molly Ronovsky : Kindly check the attached screen. Have created a different look for language. Need your feedback on that as well. If it is ok, then i will implement the same on DMS-51
          Hide
          Permalink
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Aruna Raheja I think this looks good. Only thing I am thinking, if we keep the 'group by' we would need a place to identify the types of groups there might be. So we might have auto responses (which are the defaults that go to candidates), and then any other templates a client might have. In CBAT, the client can define the dropdown for group types and then can organize themselves. We just would need to know where the client could customize that?

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Aruna Raheja I think this looks good. Only thing I am thinking, if we keep the 'group by' we would need a place to identify the types of groups there might be. So we might have auto responses (which are the defaults that go to candidates), and then any other templates a client might have. In CBAT, the client can define the dropdown for group types and then can organize themselves. We just would need to know where the client could customize that?
          Hide
          Permalink
          aruna.raheja Aruna Raheja added a comment -

          Molly Ronovsky : Can i remove "Group by" as we are not defining it anywhere

          Show
          aruna.raheja Aruna Raheja added a comment - Molly Ronovsky : Can i remove "Group by" as we are not defining it anywhere
          Hide
          Permalink
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Aruna Raheja Agreed - remove

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Aruna Raheja Agreed - remove
          Hide
          Permalink
          aruna.raheja Aruna Raheja added a comment -

          Molly Ronovsky : Done, Kindly check.

          CC: Kristen

          Show
          aruna.raheja Aruna Raheja added a comment - Molly Ronovsky : Done, Kindly check. CC: Kristen
          Hide
          Permalink
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Aruna Raheja Great - we should also probably match the new setup of the email, subject, etc. fields like you did on the other. Thoughts?

          Kristen

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Aruna Raheja Great - we should also probably match the new setup of the email, subject, etc. fields like you did on the other. Thoughts? Kristen
          Hide
          Permalink
          aruna.raheja Aruna Raheja added a comment -

          Molly Ronovsky : I am not clear what exactly you want to say here, Can you please elaborate.

          Show
          aruna.raheja Aruna Raheja added a comment - Molly Ronovsky : I am not clear what exactly you want to say here, Can you please elaborate.
          Hide
          Permalink
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Aruna Raheja The subject, fields, etc are still at the top vs. the new look you put together where they are on the side?

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Aruna Raheja The subject, fields, etc are still at the top vs. the new look you put together where they are on the side?
          Hide
          Permalink
          narendra.kumar Narendra Kumar added a comment -

          Hi Molly Ronovsky,

          I have few queries.

          1. How we will manage the email templates in multiple languages for same category? Right now we can have only one template in each category.

          2. Also, if we create the generic email templates then where all these will be listed?

           

          cc - Samir, Aruna Raheja, Ganesh Sadawarte, Swapnil Pandhare

           

          Thanks

          Narendra

          Show
          narendra.kumar Narendra Kumar added a comment - Hi Molly Ronovsky , I have few queries. 1. How we will manage the email templates in multiple languages for same category? Right now we can have only one template in each category. 2. Also, if we create the generic email templates then where all these will be listed?   cc - Samir , Aruna Raheja , Ganesh Sadawarte , Swapnil Pandhare   Thanks Narendra
          Hide
          Permalink
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - - edited

          Narendra Kumar,

          I talked to Samir this morning. We believe that within the email template, you can change the language to input that text for that language. That way when you are looking at the template library, you do not see multiple of the same template with the only difference being it's a different language. I think that would cause for a very cluttered library. This is how the ATS does it below - you can see in the top right corner you pick which language and then shows the template for that language- Aruna Raheja can you please mock-up the language within the template? I feel like you might have already done this, and if so just add here?

          Not sure if i'm following the second question - but we would still have the standard templates listed here as well they just would not be able to be deleted, so those should not have a delete icon next to them. You can see in the back of ATS for email templates, in the last column, some do not have the X which is their delete

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - - edited Narendra Kumar , I talked to Samir this morning. We believe that within the email template, you can change the language to input that text for that language. That way when you are looking at the template library, you do not see multiple of the same template with the only difference being it's a different language. I think that would cause for a very cluttered library. This is how the ATS does it below - you can see in the top right corner you pick which language and then shows the template for that language- Aruna Raheja can you please mock-up the language within the template? I feel like you might have already done this, and if so just add here? Not sure if i'm following the second question - but we would still have the standard templates listed here as well they just would not be able to be deleted, so those should not have a delete icon next to them. You can see in the back of ATS for email templates, in the last column, some do not have the X which is their delete
          Hide
          Permalink
          aruna.raheja Aruna Raheja added a comment -

          Hi Molly Ronovsky: The language mock-up is already uploaded on this ticket. Please check and let me know if you need any changes.

          CC: Samir Kristen Narendra Kumar

          Show
          aruna.raheja Aruna Raheja added a comment - Hi Molly Ronovsky : The language mock-up is already uploaded on this ticket. Please check and let me know if you need any changes. CC: Samir Kristen Narendra Kumar
          Hide
          Permalink
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Aruna Raheja looks good - approved.

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Aruna Raheja looks good - approved.
          Hide
          Permalink
          Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment -

          Hi Aruna Raheja,

          Can you please provide copy icon of below screen.

          CC-Samir,Narendra Kumar,Smita Pawar

          Thanks,
          Ganesh

          Show
          Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment - Hi Aruna Raheja , Can you please provide copy icon of below screen. CC- Samir , Narendra Kumar , Smita Pawar Thanks, Ganesh
          Hide
          Permalink
          aruna.raheja Aruna Raheja added a comment -

          Hi Ganesh Sadawarte, Please find the attached folder.

          CC-Samir,Narendra Kumar,Smita Pawar

          Regards,

          Aruna

          Show
          aruna.raheja Aruna Raheja added a comment - Hi Ganesh Sadawarte , Please find the attached folder. CC- Samir , Narendra Kumar , Smita Pawar Regards, Aruna
          Hide
          Permalink
          Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment -

          Hi Samir & Aruna Raheja,

          Do we need checkbox in grid because we are not performing any action on that selection. Please let me know your view on this.

          CC-Narendra Kumar,Swapnil Pandhare

          Thanks,
          Ganesh

          Show
          Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment - Hi Samir & Aruna Raheja , Do we need checkbox in grid because we are not performing any action on that selection. Please let me know your view on this. CC- Narendra Kumar , Swapnil Pandhare Thanks, Ganesh
          Hide
          Permalink
          aruna.raheja Aruna Raheja added a comment -

          Hi Ganesh Sadawarte,

          Yes we can remove checkbox from this Grid.

          CC: Samir Narendra Kumar Swapnil Pandhare

          Show
          aruna.raheja Aruna Raheja added a comment - Hi Ganesh Sadawarte , Yes we can remove checkbox from this Grid. CC: Samir Narendra Kumar Swapnil Pandhare
          Hide
          Permalink
          Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment -

          Thanks Aruna Raheja for update.

          Show
          Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment - Thanks Aruna Raheja for update.

            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: