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 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.

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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:

  • ClientFacingSystem - email stationery: Emails sent to clients.

  • BusinessFacingSystem - email stationery: Emails sent within the business.

For more information on system emails, watch the Templates - System Emails training video.

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titleEditing a system email template
  1. Go to Templates > System Emails.
  2. 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

File name

Use

2FA Pin.email.html

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

they enter into the

Login

login screen.

  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 entity, by that

Client

client. It

will

is only

be

sent when the person being invited already has a login to Nimbus.

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Client Login Updated. Email.html

This email is sent

Sent to a

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 code

.

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Client Registration Link.email.html

This email is sent

Sent when a

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).
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whole folder.

Client Request Login.email.html

This email template is no

No longer used.

 It was

Previouly It used for

Nimbus Accounts which are unsecured

loging 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.

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Client Welcome.email.html

This email is sent

Sent when a staff member clicks the

Welcome Email  icon

welcome email icon for a

Client Entity

client entity or for a

Contact

contact.

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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

Sent when a

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

document (CDM Only)

which generates a notification to a staff member

.

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File Sharing Invitiation.email.html

This email is sent when a single file

(Ad-hoc file sharing)

is shared with a

3rd

third party

(e

.

g.: Bank Manager).

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Submitted Checklist.email.html

This email is sent to the Client when they have successfully submitted a Webform Checklist.

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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.

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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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