Setup an Email Distribution Template
This article lists the steps to configure the email templates for each Form/Checklist.
simplchek
Last Update 3 maanden geleden
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Once you have completed an audit, you may set up customized email templates to distribute the reports to different people and areas of the company, and you may send the reports to external companies.
Instructions:
3. You can perform the following tasks on this page:
Add/edit the email address you want to send the report to.
Add/edit the email address you want to CC the reports to.
Add/edit the email address you want to BCC the reports to.
Edit the email Subject field.
Edit the email Message body.
4. You can use the following codes:
To Email, CC Email, and BCC Email fields: - Use the %location_email_list% code to distribute emails from the location level (configured for each location)
Example: earl@simplchek,john@simplchek,%location_email_list%
Subject field: Include plus icons or %location%,%locationcode%,%score%, and %auditdate% parameters to get location, location code, score, and audit date in the Subject line.
Example: A safety audit was approved for London - 100%.
Message textbox: Include %executivesummary% and %auditorname% parameters to add an executive summary and auditor name in the email body.
Next steps:
Choose, Customize, or Create Audit Templates.
Setup your Branch/Store/Area Locations.
Configure the Audits using Form Builder.
Report Setup and Styles.