Nimbus Nimbus Professional Only. This functionality is not available to Nimbus Free accounts. 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 | |
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2FA Pin.email.html | Sent to staff members or a client contacts when they request a 2-factor authentication email where a mobile phone is not available. It includes PIN number which they enter into the login screen. | Client Invited.email.html | Sent to contacts who are invited to access another client entity, by that client. It is only sent when the person being invited already has a login to Nimbus. | Client Login Updated. Email.html | Sent to a client who uses their email address as a login code when their email address is changed in the system. | Client Registration Link.email.html | Sent when a client entity invites a third party to login to their client portal and access the contents of a whole folder. | Client Request Login.email.html | No longer used. Previouly It used for loging requests for unsecure Nimbus accounts. | Client Reset Password.email.html | Sent when a client clicks the Forgot Password icon, includes a login code that allows them to set a new password. | Client Welcome.email.html | Sent when a staff member clicks the welcome email icon for a client entity or for a contact. | Confirmation N4.email.html | Sent when a user sets up 2FA for Nimbus SSO to send a code and request email verification. | File Conversation.email. html | Sent when a file conversation is added to a file and to notify staff members when a Workflow Status workflow status is changed on a document (CDM Onlyonly). | File Sharing Invitiation.email.html | This email is sent when a single file is shared with a third party. | Submitted Checklist.email.html | This email is sent to the Client client when they have successfully submitted a Webform Checklistwebform 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 client/ Contact contact when the Practice 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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