Email notifications in CMx may be configured with custom templates.
- Approval and Sign notifications:
Configuration:
cmx.emailtemplate.contractapprove
Possible variables:
${title} - Contract title
${action} - Action String. Can be "Approve" or "Sign"
${link} - Link for action
Example:
<!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:
cmx.emailtemplate.contractexpire
Possible variables:
${title} - Contract title
${number} - Contract number
${host) - Server URL
- Share Document notification:
Configuration:
cmx.emailtemplate.sharedocument
Possible variables:
${link} - Secure Link for Document
- Milestone Expired notification:
Configuration:
cmx.emailtemplate.contractexpiremilestone
Possible variables:
${title} - Contract title
${number} - Contract number
${host) - Server URL
- Request Creation Successful:
Configuration:
cmx.emailtemplate.request
Possible variables:
${request} - Request Id
${host} - Server URL
- New User Invite notification:
Configuration:
cmx.emailtemplate.invite
Possible variables:
${firstName} - Firstname of the New User
${email} - Email
${password} - Password
${host} - Server URL
- Sign Request notification:
Configuration:
cmx.emailtemplate.signrequest
Possible variables:
${link} - Request Link
${recipient} - Recipient's name
${emailMessage} - Email message
- Sign Complete notification:
Configuration:
cmx.emailtemplate.signcomplete
Possible variables:
${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:
cmx.emailtemplate.contractforexternalreview
Possible variables:
${title} - Contract's title
${link} - Link to open the Document
- Send notification on complete the Manual signature:
Configuration:
cmx.emailtemplate.contractmanuallysigned
Possible variables:
${title} - Contract's title
${number} - Contract's number
${host} - Server URL
- Contract Send for Approval notification:
Configuration:
cmx.emailtemplate.contractsendforapproval
Possible variables:
${title} - Contract's title
${host} - Server URL
${approveUrl} - URL for Approve contract
${requestChangesUrl} - URL for Request Changes
- Contract Requested Changes notification:
Configuration:
cmx.emailtemplate.contractrequestchanges
Possible variables:
${title} - Contract's title
${host} - Server URL
- Workflow Step approval notification:
Configuration:
cmx.emailtemplate.contractsendworkflowstepapproval
Possible variables:
${title} - Contract title
${firstName} - First name of the user
${lastName} - Last name of the user
${host} - Server URL
${reviewComments} - Review comments