Add an email template for a business unit
Use the procedure in this topic to add an email template for a business unit. For example, if you want the users in the Coding activity, the Approval activity, the Exception activity, and the Line Pairing Exception activity to send a pre-defined email, add an email template to use with the Send Email functionality.
Procedure
- Open the Tungsten AP Agility Work Queue as an Administrator.
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On the
Settings menu, select
Organizations.
The Organizations are displayed.
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Select an organization from the list by select its
Organization Name.
The organization details for the selected organization are displayed.
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Select the
Business Units tab.
The Organization - Business Unit tab is displayed.
-
Select the
Business Unit Name link where you are setting up an approval hierarchy.
The Business Unit: New or Edit window is displayed.
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Select
Email Templates.
The Email Templates window is displayed.
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By using the fields below the table, perform the following steps to define an email template.
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Enter a
Name.
(Mandatory)
This name is seen by activity users, so enter a value that is descriptive and unique.
-
Enter a
Description.
(Optional, but recommended)
This value is seen by Administrators only and should describe the purpose of the email template.
- Enter one or more comma-delimited email addresses into the To field. (Mandatory)
-
Enter one or more comma-delimited email addresses into the
CC field.
(Optional)
These users are copied on the email and they can see all other users who are entered in the To and CC fields.
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Enter one or more comma-delimited email addresses into the
BCC field.
(Optional)
These users are copied on the email but they cannot see who else receives the email.
- Enter a value for the Subject. (Mandatory)
- Enter a value for the Body of the email. (Mandatory)
- Select Add.
The template is added to the table at the top of the window.
-
Enter a
Name.
(Mandatory)
- Optional. Add another email template, edit an existing email template, or delete an email template.
-
Select
Close.
The Business Unit: New or Edit window is displayed.