Step 12
Set up the emails sent to staff members
Set up automatic emails, reminders and the wording of each email.
- 1
Open ‘Paramètres › Opérations › Emails — règles d’envoi’ (Settings › Operations › Emails – sending rules)
These rules are set for each site, by a user with a level 1 role.
- 2
Turn on the emails you want
The ‘Emails automatiques’ (Automatic emails) switch is off by default. Turn it on, then set the triggers offered: acknowledgement to sign at handover, collection by a third party and, when the allocation is prepared, notice that it is ready.
- 3
Set the reminder intervals
The default intervals are:
- Signature pending: 3 days.
- Allocation not collected: 7 days.
- Allocation not returned: 7 days.
0 turns off only that reminder. All reminders remain subject to the main switch.
- 4
Customise the templates
In ‘Emails — modèles’ (Emails – templates), select the site or domain in ‘Modifier pour’ (Edit for). Edit the subject and text in the fields that can be changed, keep the required variables and save.
- 5
Track reminders
View the counters in Opérations › Remises (Operations › Handovers), Opérations › Attestations (Operations › Acknowledgements) and Opérations › Retours (Operations › Returns). Depending on your permissions, you can still use ‘Prévenir’ (Notify), ‘Partager’ (Share) and ‘Envoyer par email’ (Send by email) manually.