Nimbus uses a series of standard system email templates to produce emails sent to both the Client and the Business when a particular event occurs. The table below outlines the standard templates and when they are used.
These templates may be edited by the Business as required.
| 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> |
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.
|
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.
|
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).
|
| 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
|
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.
|
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.
|
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).
|
Submitted Checklist.email.html | This email is sent to the Client when they have successfully submitted a Webform Checklist.
|
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.
|
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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