Core TSIs : Work Orders : Generating forms : Editing an email
Editing an email
Procedure
1. Select the form you want to edit before sending it as an email.
For more information on retrieving forms, see Retrieving forms for orders.
2. On the action panel, click Edit email. The Extensive mail messages dialog box appears.
3. Enter the email address of the recipient in the To field. Multiple email addresses can be provided here.
4. Add additional email addresses in Cc email address and Bcc email address fields, as required.
5. Select Yes in the Email as attachment field, if you want to send the form as an attachment.
Note that the forms saved in .doc, .docx, and .rtf formats will always be sent as an attachment.
6. Add any additional documents as attachments in the Attachment - document 1, Attachment - document 2, and Attachment - document 3 fields.
7. In the Content field, type the text that will be displayed in the email body.
◦ For the forms saved in .html format, the HTML text is displayed in the content field. If Yes is selected in the Email as attachment field, the entire content field including any other additional changes to the content will be sent as attachment and stored in the order document that is created. The email body will be empty.
◦ For the forms saved in .doc, .docx, and .rtf formats, the text entered will be present in the e-mail body. It will not be present in the attachment nor in the order document that is created.
8. Click on the OK button to send the email.
◦ If the option Save file copy is set to Yes in the form details, when you email a form and attachments are added, the attachments are zipped and stored along with the order document.
For more details, see Forms as order documents.
◦ The attachments that you add, while editing an email, are sent with the current email only. They will not be delivered with the subsequent emails.
◦ For more information on adding default file attachments, refer to Creating a template form.
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All actions on forms (except the Preview action) will create order documents. Additionally, if Save file copy on the form is set to Yes, a physical document is also created in the File locations folder.