Hi Molly Ronovsky 

For this ticket we can use the attached screen for point 1 and 3. For point 2, can you please confirm that what we need to show in email template which is used to send the document. Like i think we have two type of templates for email, one is for normal and second one is for delinquent.

So please elaborate for this.

Hi All,

Changing this to sprint 5 as per discussion with Samir,

Thanks,
Swapnil P.

Swapnil Pandhare,
This is moving to the next release, so you will not need to work on this release.

Aruna Raheja
These are different email templates. These would be custom email templates that the client can create on their system. They can use various tags, bee editor to pull in graphics, etc. So this would be separately from the notification emails that are sent by the system. This would be similar to mailchimp in terms of what we would want the users to be able to send to their candidates.

Hi Molly Ronovsky I am still confused about this but i have created some screens, Kindly check the same.

Aruna Raheja,

Essentially this is just an email log - same thing you would see like when you go to your sent mail in outlook / if i am in CBAT and looking at a candidate, I see any communication that was sent to the candidate. We would want the same thing for anything sent in relation to the DMS - a trail of what has been sent to the candidate if they use email templates. Because i think they would do this from within CBAT - it changes things a bit - but anything sent from the DMS would need to be recorded on the candidate file. Because I do not know how it will be developed next release, it's hard to say how it should look.

Hi Molly Ronovsky,

I have created 2 rough wireframes on the basis of above story. As per me, DMS would go on view files and able to check the list of documents sent to a person (Email History.png). Once DMS click on Document name, it will open the next page (Email History for particular user.png).

On this page, DMS can check all the documents i.e Signed Docs, Reference Docs and Docs yet to be signed. He has the option to delete and replace the document. He also have the option to download the file uploaded by user.

Kindly review it and let me know your thoughts.

CC: ShashiKant Mishra Samir

Hi Molly Ronovsky & Samir : Have updated the screens as per the discussion. Below points has been covered:

1. Email History should be Template history
2. Tabs name changed to Action Document and Reference Document instead of Signed Document
3. Attachment Type need to be added in Grid

Kindly review

Aruna RahejaI think we need to talk through this - as this card was initially intended to be the history of what was sent from the system. The name ''Template History" does not make sense. This of this as going to your sent box in Outlook - you see everything that was sent and to whom. This would be similar.

Molly Ronovsky : Can we discuss this in our tuesday meeting.

CC: Kristen