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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
${content} - Optional : provides the changing par of url other than the hostname. For example: https://live.contractexperience.com/{content} , content will substitute the dynamic varying part of the url.

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 

${content} - Optional : provides the changing par of url other than the hostname. For example: https://live.contractexperience.com/{content} , content will substitute the dynamic varying part of the url.

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

Possible variables:

Code Block
${request} - Request Id ${host} - Server URL

New User Invite notification:

Configuration:

Code Block
cmx.emailtemplate.invite

Possible variables:

Code Block
${firstName} - Firstname of the New User ${email} - Email ${password} - Password ${host} - Server URL

Sign Request notification:

Configuration:

Code Block
cmx.emailtemplate.signrequest

Possible variables:

Code Block
${link} - Request Link ${recipient} - Recipient's name ${emailMessage} - Email message

Sign Complete notification:

Configuration:

Code Block
cmx.emailtemplate.signcomplete

Possible variables:

Code Block
${recipient} - Recipient's name ${documentName} - Document's name

The final signed PDF document will be attached to email message.

Send Contract to External Review notification:

Configuration:

Code Block
cmx.emailtemplate.contractforexternalreview

Possible variables:

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

Possible variables:

Code Block
${title} - Contract's title ${number} - Contract's number ${host} - Server URL

Contract Send for Approval notification:

Configuration:

Code Block
cmx.emailtemplate.contractsendforapproval

Possible variables:

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

Possible variables:

Code Block
${title} - Contract's title ${host} - Server URL

Workflow Step approval notification:

Configuration:

Code Block
cmx.emailtemplate.contractsendworkflowstepapproval

Possible variables:

Code Block
${title} - Contract title ${firstName} - First name of the user ${lastName} - Last name of the user ${host} - Server URL ${reviewComments} - Review comments

Task Reminder notification:

Configuration:

Code Block
cmx.emailtemplate.taskreminder

Possible variables:

Code Block
${number} ${title} Contract: is pending for your review. Please click on the below link to review: ${title}.

Report notification:

Configuration:

Code Block
cmx.emailtemplate.customreport

Possible variables:

Code Block
${reportName} ${documentName} ${recipient}

HTML Sample

Code Block

title	Sample HTML

<!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>Hello ${recipient},
        </strong>
      </p>
      <div>
        Please find the report document as attachment: ${reportName}
        <br/>
      </div>
    <br/>
      <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>

Versions Compared

Old Version 6

New Version Current

Key

Approval and Sign notifications:

Contract Expire notification:

Share Document notification:

Milestone Expired notification:

Request Creation Successful:

New User Invite notification:

Sign Request notification:

Sign Complete notification:

Send Contract to External Review notification:

Send notification on complete the Manual signature:

Contract Send for Approval notification:

Contract Requested Changes notification:

Workflow Step approval notification:

Task Reminder notification:

Report notification: