Email Template Design Guide
Overview
The nFORM system supports the ability to define custom content to be delivered via automated emails sent from the nFORM system. The content in the emails can be static or dynamically driven based on data provided in the submission. This capability allows agencies to provide a highly formatted and targeted emails to online submitters.
This document provides the details of the configuration options for these email messages.
Templates
In this section you will find a list all the templates that can be modified by to customize the email messages sent from nFORM to best suit the agency. Most of these templates have their content decided during the configuration of the system and do not ever need to be modified after initial deployment.
A compiled version of the current email content/attributes can be found in the nFORM Email Base Template Attributes document.
External User Emails
The following are system generated emails that are sent to external users.
Template Name | Recipient | Description |
|---|---|---|
ChangeEmailMessage.vm | User with Changed Email (old and new email addresses) | Message sent to submitter to have them confirm change of email. |
ChangePasswordMessage.vm | User with Changed Password | Message sent to submitter to have them confirm a change of password. |
FailedCopyOfRecordMessage.vm | All External Users Associated to the Submission | Message sent to the submitter when the COR creation fails for a submission. |
FailedSigningActivity.vm | User Who’s Submission Signature Failed | Message sent when a signature fails to complete. |
NewPassword.vm | User Changing/Receiving Password | Message sent to a user with a temporary password based on a password reset request from a user or an administrator. |
PendingDeleteMessage.vm | All External Users Associated to the Submission | Message sent to users who have draft submissions that are more than x days old, informing them that the draft submission will be deleted if they do not make a change to it. Number of days is configurable. |
RequestSubmissionInvitationMessage.vm | User Selected Authorized User | In some situations (e.g., authorization prefilled for a submission), when a user gets to the "Certify & Submit" step of the Submission Wizard, if he/she does not have rights to submit the form (for prefilled information - e.g., organization, permit, etc.) they will be presented with a list of users who are authorized to submit the form (for the prefilled information). That user will select an authorized user and click the "Email user" button next to their name. The user will be presented with the email message preview dialog and will click the "Send" button to send the email. |
ReviseApplicationUserMessage.vm | All External Users Associated to the Submission | Message sent when a submission begins the revision process (e.g., revision created). |
SigningCancellationMessage.vm | All Submission Signers (and invited to sign) | Message sent when a signing process is cancelled. |
SigningCompletionMessage.vm | All Submission Signers (and invited to sign) | Message sent when signing process is completed. |
SigningInvitationMessage.vm | User Invited to Sign | Message sent when an individual is invited to sign a submission. |
SigningInvitationRescindMessage.vm | All Submission Signers (and invited to sign) | Message sent when an individual’s invitation to sign a submission is rescinded. |
SigningSignatureReceivedMessage.vm | All Submission Signers (and invited to sign) | Message sent when a signature is received on a submission. |
SigningSignatureRemovalMessage.vm | All Submission Signers (and invited to sign) | Message sent when a signature is removed from a submission. |
SubmissionReviewCompleted.vm | All External Users Associated to the Submission | Message sent when a submission review is completed by a submission processor. |
SubmitApplicationUserMessage.vm | All External Users Associated to the Submission | Message sent when a submission is received by nFORM. |
UpdateAccountLockMessage.vm | Locked/Unlocked User | Message sent to user when their user account is locked or unlocked. |
UserAddedToSubmission.vm | Added User | Message sent when an additional submitter is invited to contribute on a submission by the submission's creator or users who have permissions to invite new users to work on the submission. |
UserRegMessage.vm | Registered User | Message sent when a new user successfully registers in nFORM. |
UserRoleAssignmentMessage.vm | User with Changed Role | Notifies user of changes to the authorization they have. |