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
${title} - Contract's title ${link} - Link to open the Document