Customize Notification Emails By Configuration

Owned by Aygiz Shaymardanov (Unlicensed)
Last updated: Jun 12, 2020 by Nazar Abdul
4 min read

Email notifications in CMx may be configured with custom 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:

cmx.emailtemplate.contractapprove

Mandatory variables in email template (Must be available):

${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:

<!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

Mandatory variables in email template (Must be available):

${title} - Contract title
${number} - Contract number
${host) - Server URL

Share Document notification:

Configuration:

cmx.emailtemplate.sharedocument

Mandatory variables in email template (Must be available):

${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:

<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:

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

Task Reminder notification:

Configuration:

cmx.emailtemplate.taskreminder


Possible variables:

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


Report notification:

Configuration:

cmx.emailtemplate.customreport


Possible variables:

${reportName}
${documentName}
${recipient}


HTML Sample

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>





CMx Website :

https://www.contractexperience.com

Support Email:

support@contractexperience.com