Configuring Emails

There are two types of e-mails that go out from the system: those that are automatically sent by the system and those that the users push out themselves. For both of these types of e-mails, you can create and/or edit templates so that you don't have to create the body of the e-mail every time. 

  • To create or edit an e-mail template, navigate to the 'Configuration' tab, then click on the 'Emails' tab:

  • The first tab, 'Emails' is where you would create/edit e-mails that the user would push out manually. E.g Award Success Letter, Award Regret Letter, Addendum Posted, etc. The second tab, "Auto-Generated E-mails" is where you can find the e-mails that the system would send out automatically.

To Create a New E-mail Template:

  • Select the group to which the e-mail would pertain:

  • In the template window, select 'Create New':

  • Populate the body of the e-mail with required information and click 'Save':

 

**Note: if you need assistance with adding tokens so that the correct information about the bid is pulled in (e.g. #TenderNumber#), please contact support.**

To Edit an Existing E-mail Template:

  • Navigate to the 'Auto-Generated E-mail' tab:

  • Select the template of the e-mail you would like to edit:

  • Edit the information as needed and click 'Save':

 

**Note: if you need assistance with adding tokens so that the correct information about the bid is pulled in (e.g. #TenderNumber#), please contact support.**

 

 

 

 

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