Nimbus uses a series of standard System email templates to send emails (both internal and external) when a particular events occur. You can edit these templates as required. The table below outlines the standard templates and when they are used. UI Text Box |
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| New customers If you're a new Nimbus customer, consider reviewing the content of system emails and adjusting them to include your own wording. |
When a system email is sent by your Nimbus account, it uses a stationery file as follows: For more information on system emails, watch the Templates - System Emails training video. UI Expand |
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title | Editing a system email template |
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| - Go to Templates > System Emails.
- Click the blue edit arrow.
All templates use the Nimbus database mail merge fields, to add business, client, and contact details to emails sent by Nimbus. |
System email templates list Template This email is sent to either a Staff Member or a Client Contact, Sent to staff members or a client contacts when they request a 2-factor authentication email where a mobile phone is not available. | The email is sent with a It includes PIN number which | is then entered Login This is used where a mobile phone number is not available./Email Templates/System Emails/2FA Pin.email.html To <ToSalutation> <!--Body--> Client Invited.email.html | This email is sent to a Contact who is Sent to contacts who are invited to access another | Client Entity Client will be sent when the person being invited already has a login to Nimbus. |
Client Login Updated. Email.html | This email is sent Client if client who uses their email address as a login code when their email address is changed in the system | , and only if the Client was using their email address as their login codeClient Registration Link.email.html | This email is sent Client invites another 3rd client entity invites a third party to login to their | Client Portal client portal and access the contents of a | Whole Folder (i.e., Client Entity). | Client Request Login.email.html | This email template is no It was Nimbus Accounts which are unsecuredloging requests for unsecure Nimbus accounts. | Client Reset Password.email.html | When a Client has forgotten their password and Sent when a client clicks the Forgot Password icon | . This email is sent which allows the Client to use their Login code to then reset their password to , includes a login code that allows them to set a new password. |
Client Welcome.email.html | This email is sent Sent when a staff member clicks the | Welcome Email icon Client Entity Contact | Confirmation N4.email.html | This email is used by Sent when a user sets up 2FA for Nimbus SSO to send | the 2FA a code and request email verification | This is triggered when a user sets up their 2FA using the email code option. | File Conversation.email. html | This email is sent File Conversation file conversation is added to a file | . This email is also used and to notify staff members when a Workflow Status is changed on a | Document which generates a notification to a staff memberFile Sharing Invitiation.email.html | This email is sent when a single file | (Ad-hoc file sharing) 3rd (eg.: 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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