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27.3. Creating an Email Template

You can create a small text file (containing HTML code) that will be used as a template when creating the body of email messages generated using the email button on the Document Viewer.

Creating the File

The email template file is a simple HTML file that may contain any desired custom text. However, it must contain the token called messageBody, which is used to add the text specified in the Message text box on the Compose New Email dialog box.

An example of HTML code that could be used in this text file is shown below:

<html>
 <body>
  <h2>Property of BeWell Health, Inc.</p>
   <span style="font-family:arial;font-size: 10pt;">
   messageBody
   </span>
 </body>
</html>

Note: If no template file is specified, a default template (provided with your LincDoc installation) is used. This template includes the description setting for the current client.

Activating the Template File

Once you create the email template file, you need to add it to the correct client so that it is used in Document Viewer email messages.

  1. Verify that you have created an email template file, using the guidelines described in the section above.
  2. Add (upload) the template file to your resources repository. For more information, see Adding Local Files to Your Directory Structure.
  3. Access the Configure dialog box as described in Configuring Your Client.
  4. Click the select button adjacent to the email template setting.
  5. From the repository dialog box that appears, click the uploaded template file, and click the select button.
    You are returned to the Configure dialog box, and the selected template file (and its path) appears adjacent to the email template setting.
  6. In the upper left corner of the Configure dialog box, click save.
  7. (optional) Verify that the email template is being used properly.
    1. Open a document in the Document Viewer.
    2. Email the document using your current email address, a simple subject, and some text in the Message text box.

      Note: This text will be added to the email message via the messageBody token, which should have been specified in your template file when it was created.

    3. Once the email arrives, open it.
    4. Verify that the information, as specified in your template file, appears in the body of the email.

The following example shows the template described in the above section as it appears in an actual email.

 

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