|
|
| (3 intermediate revisions by the same user not shown) |
| Line 1: |
Line 1: |
| − | {{Banner-UnderConstruction}}
| + | #REDIRECT [[Email#The Message Center]] |
| − | | |
| − | | |
| − | ==Overview==
| |
| − | The '''Message center '''is used to display pre-defined message templates in order to simplify the creation of an email message and to streamline the emailing process.
| |
| − | | |
| − | ===Accessing the Message Center===
| |
| − | 1. Click the 9-square menu icon on the top right of your page.
| |
| − | | |
| − | :: {{Icon-Menu}}
| |
| − | 2. Under the heading '''Communications, '''select '''Email. '''
| |
| − | | |
| − | :: [[File:Email from meu.png|600px|border]]
| |
| − | 3. Click into the second tab labelled '''Templates.'''
| |
| − | | |
| − | :: [[File:Email templates.png|500px|border]]
| |
| − | Any templates that are already available to the system will be listed. Click the '''pencil icon '''on the left of the name of the template if you would like to edit that specific template.
| |
| − | | |
| − | ===Creating a New Message Template===
| |
| − | When you have opened into the list of message templates, you are able to create a new message template.
| |
| − | | |
| − | 1. Click the '''+ icon '''on the top left, above the list of templates.
| |
| − | | |
| − | 2. Fill out the form fields to create a new email template.
| |
| − | | |
| − | :: [[File:Email new template save as.png|800px|border]]
| |
| − | {| class="wikitable"
| |
| − | |-
| |
| − | ||'''Name'''
| |
| − | ||Message template name as it will appear on the template list.
| |
| − | |-
| |
| − | ||'''Type'''
| |
| − | ||
| |
| − | Two types are available: '''Email Template '''and '''Email Signature.'''
| |
| − | | |
| − | Each [[User|user]] can have an '''Email Signature '''that will be automatically appended to the bottom of each message that they create.
| |
| − | | |
| − | |-
| |
| − | ||'''Category'''
| |
| − | ||
| |
| − | You can select from one of the following options:
| |
| − | | |
| − | * '''General: '''Email Template will be available in all contexts.
| |
| − | * '''[[Universal Tracking Application|UTA]] Level 1: '''Email Template will only be available when sending an email from a UTA {{l1}}
| |
| − | * '''{{UTA}} ''''''Level 2 & 3: '''Email Template will only be available when sending an email from a UTA {{l2}} or {{l3}}.
| |
| − | * '''Contact: '''Email Template will only be available when sending an email from a contact record.
| |
| − | | |
| − | |-
| |
| − | ||'''Private/Public'''
| |
| − | ||If you are in a [[User role|role]] with manager permissions to create global templates, you are able to use this option to create a template that can be used by everyone in the organization. This option is not visible to users who do not have this manager permission and are creating an Email Template.
| |
| − | |-
| |
| − | ||'''Role Allowed'''
| |
| − | ||
| |
| − | Click into the text box to select from available system roles to determine who is allowed to use this Email Template.
| |
| − | | |
| − | '''Ex: '''People with '''Staff '''roles can have the ability to use an Email Template designed specifically for [[Internal|internal]] staff.
| |
| − | | |
| − | |-
| |
| − | ||'''Subject'''
| |
| − | ||
| |
| − | The subject line of the Email Template will appear here.
| |
| − | | |
| − | '''Ex: '''You can create an Email Template for acceptances of grant applications; these might all have the same subject line, "'''Grant Approved.'''"
| |
| − | | |
| − | |-
| |
| − | ||'''Default Attachment'''
| |
| − | ||
| |
| − | If you would like to add an attachment that is always included with this Email Template, you can click the '''binocular icon '''to look up and select the files here.
| |
| − | | |
| − | '''Note: '''The available file options must first be uploaded into [[SmartFolders]] or Configuration Folders, also found in the SmartFolders feature.
| |
| − | | |
| − | |-
| |
| − | ||'''Body'''
| |
| − | ||
| |
| − | The body of the message can be typed here. All types of formatting are supported - you are able to copy and paste information from other programs, including images, into the body window.
| |
| − | | |
| − | '''View Variables - '''Click this option to see from a list of system-wide variables. These will be autopopulated with the appropriate text based on the recipients. For example, @GrantID@ will autopopulate with the specific grant ID number if you are sending it to the grant recipients from a {{UTA}} {{l1}}. See the [[Variable List]] for more.
| |
| − | | |
| − | '''Font/Content Modification - '''Utilize the menu options available in the body text window to modify the content of your email. For example, you can change the font weight (bold or not) and size, as well as formatting of columns and indents.
| |
| − | | |
| − | |}
| |
| − | ==<br />Creating a Signature==
| |
| − | A signature template is used to add your signature to the bottom of the email message.
| |
| − | | |
| − | 1. Click the '''New Template''' tab.
| |
| − | | |
| − | 2. Change the '''Template''' type to '''Email Signature'''.
| |
| − | | |
| − | 3. Set the '''Name''' to '''My Signature'''.
| |
| − | | |
| − | 4. Add the '''Signature''' to the body.
| |
| − | | |
| − | 5. Click the '''Save''' button.
| |
| − | | |
| − | [[Category:Communications]][[Category:System Management]][[Category:Email]]
| |
