WebForm Emails

Owned by Renaldo Figueiredo (Unlicensed)
Last updated: Mar 07, 2019 by Debby Gibson
3 min read

WebForm Master Templates are provided when the WebForm module is subscribed to and are updated on a regular basis.



WebForm Master Templates cannot be directly edited, but the Practice can save a Master Template as a Practice Template, which will allow the template to be edited.

How to Create a WebForm Practice Template

  1. Open an existing Master WebForm Template that you wish to base your new Template on
  2. Enter a WebForm Template Name. You may use the existing Name or choose a new Name.
  3. Click the Save button
  4. Nimbus will save a copy of the Master Template into the My Templates folder. If you do not wish the Template to be stored into this folder, you must navigate to the appropriate folder. Nimbus will advise when and where the template is saved.
  5. You can now edit this template to make the appropriate changes.

How to Edit a WebForm Practice Template

  1. Navigate to the appropriate Practice Template folder, and click the blue right arrow to open the template.
  2. Ensure the WebForm Template Name is appropriate. Change if required.
  3. Email tab
    1. Edit the email Subject
    2. Edit the email content
  4. Follow-up Email tab
    1. Edit the email Subject
    2. Edit the email content
  5. WebForm tab
    1. Develop the WebForm
  6. Schedule tab
    1. Set the Email Schedule
      1. Date the First email is to be sent
      2. Date and frequency the Follow-up emails are to be sent
    2. Recurring Job
      1. Select if the Job is to recur
      2. Set the recurring frequency
    3. Packaging
      1. Select the appropriate Email Stationery
    4. Notification
      1. Set if you wish to override the person who will receive notifications
    5. Approval
      1. Set if you wish the Job to be approved, before it is scheduled to be sent
  7. Click the Save button.

Attaching Document links to a WebForm

Files or documents may be embedded within a WebForm. When a Client opens the questionnaire, the embedded file will be accessible via a hyperlink. An example is shown in the below screen shot of the 2013 Individual Tax Questionnaire for 2013. If the Client clicks on the link, the Rental Property Schedule will display.

How to attach a document link to a WebForm:

  1. Select Templates from the Navigation menu
  2. Navigate the folders (either Shared Practice Folders – Green, or WebForm Master folders – Blue) to locate the required template
  3. Click the blue right arrow to edit the template
  4. Click the Web Form tab
  5. Navigate to the section of the template where you wish to place the document link
  6. Enter the following syntax: <a href="ViewDocument.aspx?Want=shared&File=Templates/WebForm Attachments/Solvency resolution of Directors.pdf" target="_blank">Solvency resolution of Directors.pdf</a>

Where Templates/WebForm Attachments is the folder where the document is stored and Solvency resolution of Directors.pdf is the name of the file.


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