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→Task 3 - Send Approved Receipt
====Task 3 - Send Approved Receipt====
:1. '''Task Name: '''Send Approved Receipt
:2. '''Task Type''' : Acknowledgement
:3. In this case, you will be using the acknowledgment task to send an email to the applicant. You can specify who the email will be sent to under the Routing section. Select Owner if you want the email to be sent to the applicant.
[[File:Task-routing.png|thumb|none|800px|Routing a Task]]
:4. You can configure the email content by navigating to the '''Message Template tab'''.
[[File:Message-Template-Tab.png|thumb|none|800px|Message Tab]]
:5. Here you can specify:
:::* Message type (instant message or email).
:::* We always suggest saving your email as an event. This will store the email as an event on the user profile.
:6. You can also add attachments to the email template here.
:::* To do so you will need to reference a custom field where a document is stored. The format used to reference the field is '''@#Custom Field ID#@'''
:::* You can attach multiple documents. They will need to be delimited by semicolons.
:7. You can use the Variable Syntax helper (found in the configuration mode shortcuts list) to test your email template against a record.
:::* Copy the email template and paste it into the helper. This will allow you to confirm that you are populating the correct information in your email template.
[[File:Creating Approves Status Workflow - Attaching Files to Email.png|thumb|none|800px|Attach a file to an email]]