|
 |
Manage System Emails
The Omnistar Document Management Software manages your documents and keeps everything accessible in one place. Because of this, you need to know what is going on within your document manager, as well as keep users notified. For most functions, the system does this automatically, using the manage system emails page. Each email is automatically sent out for certain functions, and you can edit all of them, allowing you to change text, design, or include custom fields.
|
Launch Video
|
Step 1: Edit an Email
From an admin account, select the Configuration tab. From this page, click the Manage System Emails link and you will be taken to the email manager screen. From here you can view the different emails, their functions, and edit the emails. Select the edit button of an email. You can edit the name the email says the email is from, as well as the email address. Edit the subject line, and alter the text of the email in HTML. You can also edit the internal name and description displayed on the email manager. |
Step 2 Optional: Setup Custom Fields
If you want to customize the email with different place holder fields, simply enter the variable that represents that field, usually in the format $variable, so you can link a title with $title, and a file's URL is $file_url, etc. Using this you can address emails by name and use the software to send out very specific information. |
Step 3: The default email functions
Built into the system are a number of emails, and they perform the following functions. An email sent when a document is added to a folder. Emails sent when a document is approved or denied. Emails telling users when files are ready to be downloaded, both in normal and safe mode. A notification of an expiring document. An email for users that forget their password. An email telling users when a new anonymous file has been uploaded. And emails that go out when a new users signs up, both to the user and to the administrators.
|
|
 |
|
