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- ClientFacingSystem - email stationery - for all emails sent to Clients
- BusinessFacingSystem - email stationery - for all emails sent
Watch the Video:
Locating the System Email templates:
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- Select Templates from the menu
- Select Client Templates System Emails
- To edit a template, click the Blue Edit Arrow
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| Email Name | Used for... | |
|---|---|---|
2FA Pin.email.html | This email is sent to either a Staff Member or a Client Contact, when they request a 2 factor authentication email. The email is sent with a PIN number which is then entered into the Login screen. This is used where a mobile phone number is not available. | /Email Templates/System Emails/2FA Pin.email.html To <ToSalutation> |
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Client Invited.email.html | This email is sent to a Contact who is invited to access another Client Entity, by that Client. It will only be sent when the person being invited already has a login to Nimbus.
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Client Login Updated. Email.html | This email is sent to a Client if their email address is changed in the system, and only if the Client was using their email address as their login code.
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Client Registration Link.email.html | This email is sent when a Client invites another 3rd party to login to their Client Portal and access the contents of a Whole Folder (i.e., Client Entity).
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| Client Request Login.email.html | This email template is no longer used. It was used for Nimbus Accounts which are unsecured. | |
Client Reset Password.email.html | When a Client has forgotten their password and clicks the Forgot Password icon
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Client Welcome.email.html | This email is sent when a staff member clicks the Welcome Email icon for a Client Entity or for a Contact.
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File Conversation.email. html | This email is sent when a File Conversation is added to a file. This email is also used when a Workflow Status is changed on a Document (CDM Only) which generates a notification to a staff member.
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File Sharing Invitiation.email.html | This email is sent when a single file (Ad-hoc file sharing) is shared with a 3rd party (e.g.: Bank Manager).
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Submitted Checklist.email.html | This email is sent to the Client when they have successfully submitted a Webform Checklist.
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Upload Notification Signature Required.email.html | This is sent when a file is uploaded, and the option for “Signature Required” is selected. It is sent to the Client / Contact when the Practice uploads a file.
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Upload Notification.email.html | This is sent when a file is uploaded and the default option to send a file upload notification is left selected. It is sent to the Client / Contact if the Practice uploads a file.
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