Previewing the Email before it is sent

You can preview both the Email and the Follow-Up Email before they are sent to clients. This is helpful to ensure you have correctly formatted emails and that all links contained in the email work properly.

How to preview an Email Job email:

1. From within the New Email Job window, click the Preview button. The button doesn't show when you have either the Schedule or the Recipients tabs open.
2. This will send a copy of the email to the email address attached to your Nimbus login (note that this is stored against your Employee record).
3. Note that links to attached documents are active, though links to the Checklist are Not active.

Attaching documents to the Email or Follow-Up Email

It is possible to attach document(s) to the Email and the Follow-up Email. Documents can either be attached from a Shared or Client Folder, or they can be uploaded directly into a Folder and then automatically attached from there.

How to attach a document which is already stored in Nimbus to an email:

1. From within the New Email Job and while on either the Email or Follow-up Email tab, place the cursor where you would like to attach the document, and click the button.
2. Note that if you attach images, they will display within the email. If you attach other document types (such as Word, PDF, etc), they will show as a hyperlink in the email.
3. Navigate to the required document using the icon.
4. Click the filename to attach the document

1. You will now be able to see where the document has been attached. Note that you can edit the name of the link that displays if required.

How to attach a document to a Email Job which is being sent to more than one client:

If you are sending an Email Job to more than one client, you can attach a document from a Shared folder. The document will then be sent to all Client Recipients of the Email Job. If you require individualised documents to be sent to more than one client, the document being attached can be stored in each Client Folder, though the document name must be the same for each client.

How to attach a document which is not yet stored in Nimbus to an Email job:

1. From within the New Email Job and while on either the Email or Follow-up Email tab, place the cursor where you would like to attach the document, and click the button. Note that if you attach images, they will display within the email. If you attach other document types (such as Word, PDF, etc), they will show as a hyperlink in the email.
2. Decide which folder the document will be uploaded to (stored in). Use the icon to expand the folder view if required.
3. Click the Upload icon to the right of the folder, which will ultimately house the document.

1. Click the Choose File button and then navigate to the location on your system to select the file.
2. Click the Upload button and then when the document has been successfully saved to Nimbus, click the Close button.
3. You will now be able to see where the document has been attached. Note that you can edit the name of the link that displays if required.

How the Follow-Up Email is used

The text stored in the Follow-Up Email is what is sent to clients if the Webform Job is set to send reminders or if the Job is scheduled to send a follow-up email. Wording of this email could be the same as the original email, though it can be different if required. The follow-up email should include any document links, and /or a link to the checklist.

Previewing the Checklist before it is sent

You can preview the Checklist before it is sent to Clients. This is helpful as it allows you to work through the checklist just as a client would to ensure that you have worded all questions correctly.

How to preview a Webform Checklist:

1. From within the Create Webform Job and while on the Checklist tab, click the Preview button.
2. Note that Preview mode does not allow you to Submit or Save the Checklist.