Mail Settings

In the mail setting you can define some users or user groups which are added by default as CC user whenever sending emails. 

These can be removed in the mail dialog. 

Advanced Options

The mail configuration also allows you to set up standard mail messages. The following macros can be used

  • _to.firstName_
  • _to.lastName_
  • _me.firstName_
  • _me.lastName_
  • _link_: a hyperlink to the item
  • _linkv_: a hyperlink to a specific version of an item 
  • _title_: the title of an item 
  • _id_: the id of the item

Canned messages

There are several canned messages which can be overwritten

look_at available for any item through the send to menuto.firstName_<br/><br/>please have a look at <b>_link_ _title_</b>.<br/><br/>_me.firstName_
please_signavailable for SIGNed item through the "Request Signatures" buttonHello,<br/><br/>please review and sign the following document <b>_link_ _title_</b><br/><br/>_me.firstName_
release_noteavailable for SIGNed item after item has been signed completely the "Send Release Mail" buttonHello,<br/><br/>the document <b>_link_ _title_</b> has been released!<br/><br/>_me.firstName
new_user available in the admin client, will be send to matrix in order to create new user accountsPlease create the following user:<br/><br/>_userinfo_<br/>The user should have access to these projects:<br/><br/>_projectlist_<br/>_me.firstName_

New in 2.3.3

This new mail messages can be configured per project or per server. 

Note: To define them globally you need to create or edit a server setting called "mail_config": This you can do in the "Server Settings editor". The editor you can find in the admin client, by opening the "Server Settings" folder while pressing the shift key.

"link": "Hello<br/><br/>please have a look at <b>_link_ _title_</b>.<br/><br/>_me.firstName_",
"reset_pwd": "Hello _to.firstName_,<br/><br/>Please change your password.<br/><br/>_userinfo_<br/>",
"new_project": "Please create the following project:<br/><br/>_projectinfo_<br/><br/>_me.firstName_",
"approve_note": "Hello ,<br/><br/>the template <b>_link_ _title_</b> waits for approval!<br/><br/>_me.firstName_",
"training_reminder": "Hello _to.firstName_,<br/><br/> You need to do the following training:<br/>_body_<br/>_me.firstName_",
"review_reminder": "Hello _to.firstName_,<br/><br/> You need to review the following :<br/>_body_<br/>_me.firstName_",
"qms_published": "Hello,<br/>_body_<br/>_me.firstName_",
"gate_passed": `Hello _to.firstName_,<br/><br/>_me.firstName_ passed the gate _body_ for<b>_link_ _title_</b>.<br/><br/>`,

Custom messages

Custom messages appear int he "Send To" menu of items. They can be used to quickly send canned messages to user groups. they are configured by providing

Mail Configuration - Typescript

interface IMailConfig { 
    canned?:IMailConfigCanned, // can be used to overwrite standard email messages send / proposed by the system
    defaultCC?:string // can be a default CC user which is always in CC of mail dialog

Configuration example

    "please_sign":"Hello _to.firstName_<br/><br/>please have a look at <b>_link_ _title_</b><br/>Please mark it as read afterwards!.<br/><br/>_me.firstName_"