Email notifications in CMx may be configured with custom templates. email formats in html or plain text. Please use Manage Configurations to create configuration name and description described below for customizing various email template formats:
Approval and Sign notifications:
Configuration Name:
| Code Block |
|---|
cmx.emailtemplate.contractapprove |
Possible variablesMandatory variables in email template (Must be available):
| Code Block |
|---|
${title} - Contract title
${action} - Action String. Can be "Approve" or "Sign"
${link} - Link for action |
Example:
Configuration description:
| Code Block |
|---|
<!DOCTYPE html>
<html>
<head>
<title></title>
<meta charset="utf-8"/>
<meta content="width=device-width, initial-scale=1.0" name="viewport"/>
<meta content="" name="description"/>
<meta content="" name="author"/>
</head>
<!-- Styles -->
<body style="background-attachment: fixed !important;
background-color: #FAFAFA;
background-repeat: repeat-x;
background-image: -moz-linear-gradient(90deg, #FFF 30%, #81BEF7) !important; display:block; font-family:segoe ui,arial,sans-serif; font-size:14px; line-height:20px; text-align:center; width:100%">
<table border="0" cellpadding="0" cellspacing="0"
style="background-color:#EFF5FB; margin:auto; text-align:justify; width:800px">
<tbody>
<tr style="background-color:#FFF; padding-bottom:30px; padding-top:30px">
<td style="width:100px"> </td>
<td style="padding-bottom:30px; padding-top:30px">
<img src="https://www.contractexperience.com/img/cmx-logo.gif"/>
</td>
<td style="width:100px"> </td>
</tr>
<tr style="height:40px">
<td> </td>
<td> </td>
<td> </td>
</tr>
<tr>
<td> </td>
<td style="background-color:#FFFFFF; padding:20px">
<p style="font-family:segoe ui,arial,sans-serif; font-size:14px; margin:0 0 10px"><strong>Hi</strong>, </p>
<div>
Please click on the below link to ${action} contract with title: ${title}
</div>
<div>
<a href="${link}" mc:disable-tracking>${link}</a>
</div>
<p style="font-family:segoe ui,arial,sans-serif; font-size:14px; margin:0 0 10px"><em>Thank you,<br/>
The <a href="https://www.contractexperience.com/" style="color:#005FA3; cursor:auto; text-decoration:underline" mc:disable-tracking>Contract Experience</a> team</em></p></td>
<td> </td>
</tr>
<tr style="height:40px">
<td> </td>
<td> </td>
<td> </td>
</tr>
</tbody>
</table>
</body>
</html>
|
Contract Expire notification:
Configuration:
| Code Block |
|---|
cmx.emailtemplate.contractexpire |
Possible variablesMandatory variables in email template (Must be available):
| Code Block |
|---|
${title} - Contract title
${number} - Contract number
${host) - Server URL |
Share Document notification:
Configuration:
| Code Block |
|---|
cmx.emailtemplate.sharedocument |
Possible variablesMandatory variables in email template (Must be available):
| Code Block |
|---|
${link} - Secure Link for Document |
Example:
| Code Block |
|---|
<table>
<tr>
<td>
Hello,
</td>
</tr>
<tr>
<td>
This email notification can be customized as per your requirements.
</td>
</tr>
<tr>
<td>
Here is the shared document:
</td>
</tr>
<tr>
<td>
${link}
</td>
</tr>
<tr>
<td>
CMx Team
</td>
</tr>
</table> |
Milestone Expired notification:
Configuration:
| Code Block |
|---|
cmx.emailtemplate.contractexpiremilestone |
...
| Code Block |
|---|
${title} - Contract title
${number} - Contract number
${host) - Server URL |
Request Creation Successful:
Configuration:
| Code Block |
|---|
cmx.emailtemplate.request |
...
| Code Block |
|---|
${request} - Request Id
${host} - Server URL |
New User Invite notification:
Configuration:
| Code Block |
|---|
cmx.emailtemplate.invite |
...
| Code Block |
|---|
${firstName} - Firstname of the New User
${email} - Email
${password} - Password
${host} - Server URL |
Sign Request notification:
Configuration:
| Code Block |
|---|
cmx.emailtemplate.signrequest |
...
| Code Block |
|---|
${link} - Request Link
${recipient} - Recipient's name
${emailMessage} - Email message |
Sign Complete notification:
Configuration:
| Code Block |
|---|
cmx.emailtemplate.signcomplete |
...
The final signed PDF document will be attached to email message.
Send Contract to External Review notification:
Configuration:
| Code Block |
|---|
cmx.emailtemplate.contractforexternalreview |
...
| Code Block |
|---|
${title} - Contract's title
${link} - Link to open the Document |
Send notification on complete the Manual signature:
Configuration:
| Code Block |
|---|
cmx.emailtemplate.contractmanuallysigned |
...
| Code Block |
|---|
${title} - Contract's title
${number} - Contract's number
${host} - Server URL |
Contract Send for Approval notification:
Configuration:
| Code Block |
|---|
cmx.emailtemplate.contractsendforapproval |
...
| Code Block |
|---|
${title} - Contract's title
${host} - Server URL
${approveUrl} - URL for Approve contract
${requestChangesUrl} - URL for Request Changes |
Contract Requested Changes notification:
Configuration:
| Code Block |
|---|
cmx.emailtemplate.contractrequestchanges |
...
| Code Block |
|---|
${title} - Contract's title
${host} - Server URL |
Workflow Step approval notification:
Configuration:
| Code Block |
|---|
cmx.emailtemplate.contractsendworkflowstepapproval |
...