Configuring an email notification example

You can configure an email notification for a reviewer:

  1. Select Manage > Corporate Data.
  2. Select Email Notification in the Data Type field.
  3. Specify this information on the Message tab:
    The name of the expense report sent for the Manager review.
    The description of the expense report.
    A subject line for the automatically-generated emails. You can click Insert to include variables in the subject line.
    Message Body
    The text for the email message. You can click Insert to include variables.
  4. Click Add. The Add Email Address screen is displayed.
  5. Select Document Approver.
  6. Select a proxy rule for the reviewer. You have the option to send the email notification to the reviewer even if the reviewer has specified a proxy reviewer.
  7. Click OK.
  8. Specify a subject and the message text for the email.
  9. Click the Triggers tab.
  10. Click Add. The Adding Trigger screen is displayed.
  11. Specify this information:
    Document Type
    The Expense Report.
    The state at which an email must trigger. For example, Select Enter.
    An activity in the process. For example, Select ER Manager Review.
    Note:  This field is enabled, only if you select Enter in the Trigger field.
  12. Click OK.
  13. Click the Attachments tab.
  14. Click Add. The Adding Attachment screen is displayed.
  15. Select Print File Attachment.
  16. Select Print File Attachment in the Attachment type field.
  17. Select Expense Report with Email Approval in the Print Template field.
  18. Select English (United States) in the Locale field and select the Include In Message Body check box.
  19. Click OK.
  20. Click the Membership tab.
  21. Click Add Data Group. The Select Groups of Type Data screen is displayed.
  22. Click Find and select a group.
  23. Click Pick Selected.
  24. Click the Short Message tab to send SMS to a smart phone for specifying a message similar to the message created on the Message tab.
  25. Click Add to save the data.