Usage of Email and SMS

1. SMS/Email sending on Approval

Email and SMS can be sent on following operations

i. Save/Edit/Delete operations of Documents without Approvals

ii. Save/Edit/Delete operations of Documents with Approval workflows

iii. Printing of documents

iv. Bulk Printing

2. To send Email for Documents with/without Approval Workflows

Without Approval Workflows

i. Define email id for the users through Login Users

ii. Activate Send Email in the document Entry Type

iii. Configure Email setup for sending mails

iv. Create Email Template Document wise for different for email

With approval workflow

Select the email template which is to be used for sending the email. The email template will determine the subject and body text of the email. The emails will be sent to relevant users depending on the different actions of the rule.

3. To send SMS for Documents

i. All login users involved creation of document and approval must have email id and mobile number mentioned during Login User creation

Path: Administration > Security > Login user

ii. For a Particular Entry Type (for which SMS and/or email to be sent during approval)

Is_EmailSend and Is_SmsSend have to be selected.

Path: Administration > Company > EntryType