Email Settings - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Configuring-Templates/Template-Groups-and-Templates/Configuring-Template-Options/Email-Settings - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

Email Settings

Description

Automatically send all documents created from this Template via email

Select to send an email notification via the Hyland Distribution Service when a document is generated with this template. This notification is sent after the document is archived in OnBase.

Selecting this option enables the Email Settings button.

Click Email Settings to configure the email message in the Email Options dialog box:

Option

Description

Sender

Type the email address of the sender.

Recipients

Type the email address of the recipient. Separate multiple recipients with semi-colons.

Subject

Type the subject of the email.

Body

Type the body text of the email.

To apply formatting, select the text and click the Bold, Italic, or Underline buttons. HTML tags signify that formatting has been applied. For example, <b>Sincerely</b> appears as Sincerely in the email message that will be sent.

To add a hyperlink to the email, click the Insert Hyperlink button. In the Insert Hyperlink dialog box, type the text that should appear in the email message body in the Text field. Type the URL of the hyperlink in the URL field. Click OK to add the hyperlink to the email message.

Select the Preview tab to preview what your email notification will look like.

Click Save to save the email notification.