You are viewing an old version of this page. View the current version.
Compare with Current View Page History
« Previous Version 4 Next »
https://help.myob.com/wiki/x/YJSwBQ
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.
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.
- 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.
Template name | Use |
|---|---|
2FA Pin.email.html | This email is sent to either a Staff Member or a Client Contact, when they request a 2 factor authentication email. The email is sent with a PIN number which is then entered into the 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 invited to access another Client Entity, by that Client. It will only be sent when the person being invited already has a login to Nimbus. |
Client Login Updated. Email.html | This email is sent to a Client if their email address is changed in the system, and only if the Client was using their email address as their login code. |
Client Registration Link.email.html | This email is sent when a Client invites another 3rd party to login to their Client Portal and access the contents of a Whole Folder (i.e., Client Entity). |
Client Request Login.email.html | This email template is no longer used. It was used for Nimbus Accounts which are unsecured. |
Client Reset Password.email.html | When a Client has forgotten their password and clicks the Forgot Password icon . This email is sent which allows the Client to use their Login code to then reset their password to a new password. |
Client Welcome.email.html | This email is sent when a staff member clicks the Welcome Email icon for a Client Entity or for a Contact. |
Confirmation N4.email.html | This email is used by Nimbus SSO to send the 2FA 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 when a File Conversation is added to a file. This email is also used when a Workflow Status is changed on a Document (CDM Only) which generates a notification to a staff member. |
File Sharing Invitiation.email.html | This email is sent when a single file (Ad-hoc file sharing) is shared with a 3rd party (e.g.: 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. |