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

          molly.ronovsky Molly Ronovsky (Inactive) created issue -
          molly.ronovsky Molly Ronovsky (Inactive) made changes -
          Field Original Value New Value
          Epic Link DMS-10 [ 69434 ]
          molly.ronovsky Molly Ronovsky (Inactive) made changes -
          Fix Version/s Winter release [ 10428 ]
          Prashant.samal Prashant Samal (Inactive) made changes -
          Sprint DMS - Sprint 5 [ 133 ]
          swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
          Sprint DMS - Sprint 5 [ 133 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Email Template Selection.png [ 92201 ]
          Attachment Email Templates to end user.png [ 92202 ]
          molly.ronovsky Molly Ronovsky (Inactive) made changes -
          Attachment screenshot-1.png [ 92226 ]
          molly.ronovsky Molly Ronovsky (Inactive) made changes -
          Attachment screenshot-2.png [ 92227 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Email Templates to end user.png [ 92202 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Email Template Selection.png [ 92201 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Email Template Selection.png [ 92317 ]
          Attachment Email Templates language.png [ 92318 ]
          Attachment Email Templates to end user.png [ 92319 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Email Template Selection.png [ 92317 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Email Template Selection.png [ 94490 ]
          molly.ronovsky Molly Ronovsky (Inactive) made changes -
          Attachment screenshot-3.png [ 99731 ]
          molly.ronovsky Molly Ronovsky (Inactive) made changes -
          Attachment screenshot-4.png [ 99732 ]
          prasad.patil Prasad Patil (Inactive) made changes -
          Resolution Not in scope [ 10700 ]
          Status To Do [ 10000 ] Done [ 10001 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment fontello-df1927f7.zip [ 99912 ]

            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: