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
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
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