Wiki source code of Preparing Emails

Last modified by MasterApps Support on 2021/06/18 01:50
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1 Preparing emails to be sent from Injury Master includes different forms of customisation. Upon selecting "Send Email" from any of the available methods, the following **Send Email** window will appear, allowing you to prepare the content of your email.
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3 [[image:Attachments.WebHome@mceclip0.cec21.png||style="max-width:620px" alt="mceclip0.png"]]
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7 ==== **Address Bar** {{id name="address-bar" /}}====
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9 **[[image:Attachments.WebHome@mceclip1.4be01.png||style="max-width:741px" alt="mceclip1.png"]]**
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11 The address bar allows you to type in the address of email recipient. If your email is a "Contact" email, the address will default to that of the contact you selected. Multiple recipients can be included for a single email, however, recipients will not be able to see the names of other recipients.
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13 Emails sent from within Incidents / Claims provide 2 other options for selecting recipients.
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15 *. **QUICK SELECT –** Provides names of contacts assigned to Incident / Claim
16 *. **BROWSE –** Provides a list of contact types which can be used to search the whole library of contacts
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18 **[[image:Attachments.WebHome@mceclip2.8d7b2.png||style="max-width:236px" alt="mceclip2.png"]]    [[image:Attachments.WebHome@mceclip3.704eb.png||style="max-width:324px" alt="mceclip3.png"]]**
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20 ** **
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22 ==== **Templates** {{id name="templates" /}}====
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24 [[image:Attachments.WebHome@mceclip4.1e75e.png||style="max-width:241px" alt="mceclip4.png"]]
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26 Pre-set email templates can be selected to auto-populate the Subject and Body of your email. This includes Default emails (Your Default; Account Default; System Default).
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28 For further information, please refer to [[Email Templates>>doc:Injury Master.Emails.Email Templates.WebHome]].
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30  
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32 ==== **Subject Line** {{id name="subject-line" /}}====
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34 **[[image:Attachments.WebHome@mceclip5.6e470.png||style="max-width:679px" alt="mceclip5.png"]]**
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36 For email types other than “Contact” emails, the subject line will default to the appropriate type. Email subject can be customised by typing or by selecting one of the Templates.
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38  
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40 ==== **Email Body** {{id name="email-body" /}}====
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42 [[image:Attachments.WebHome@mceclip6.378e6.png||style="max-width:522px" alt="mceclip6.png"]]
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44 The email body will auto-populate to the appropriate default for the particular email type. As well as free typing, there are a number of ways to customise your email content.
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46 *. **Text Style** – bold or italic
47 *. **Alignment** – left or centre
48 *. **Point List** – numbered or bulleted
49 *. **Hyperlink** – link or unlink highlighted text
50 *. **Page Break**
51 *. **Coloured Text** – from drop-down window
52 *. **Paragraph Styles**
53 **. **Strong** / //Emphasis// / __Underline__
54 **. Hyperlink buttons (coloured; mini/small/large)
55 **. Header levels
56 **. Coloured banners (**Alert**; **Error**; **Success**; **Info**)
57 **. Coloured labels
58 *. **Fields** – options according to email type
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60 For further information, please refer to [[Email Fields>>doc:Injury Master.Emails.Email Fields.WebHome]].
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62  
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64 ==== **Email Options** {{id name="email-options" /}}====
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66 **[[image:Attachments.WebHome@mceclip7.0b60e.png||style="max-width:456px" alt="mceclip7.png"]]****[[image:Attachments.WebHome@mceclip8.246f3.png||style="max-width:630px" alt="mceclip8.png"]]**
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68 Depending on the email type, extra options with tick boxes will appear when sending emails.
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70 *. **Save this email as the default** – Your customised email will be set as the default for the specific email type (My Default)
71 *. **Send file(s) as attachments, instead of links** – Rather than files / documents being imbedded as a link to the IM system forms, they are added as attachments accessible to non-IM users
72 *. **Save as Note** – For emails sent from the Contacts area of an Incident / Claim, the subject and content of the email is saved as a filenote in the Notes / Actions area.
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74  
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76 ==== **Attachments** {{id name="attachments" /}}====
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78 [[image:Attachments.WebHome@mceclip9.24b65.png||style="max-width:393px" alt="mceclip9.png"]]
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80 Forms can be attached to your email from the **DOCUMENTS** library (for Incidents / Claims) or the **FILES** library depending on the email type. Multiple attachments can be added to a single email.
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82 To attach forms, select the blue v Attach a Document/File option, and then do one of the following:
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84 *. **Search** – type or browse for existing forms in the documents / files library accordingly
85 *. **Add** – select the **+** button to add a new document / file. This attaches the form to the email as well as saving the form in the appropriate library
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87 Attachments can be removed by selecting the grey **x** or edit by selecting the attachment name.

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