EditPurpose
Add a new email form or edit/delete an existing email form.
EditLocations Used
Administration
EditOverview
As administrator, you have the ability to define templates, or forms, that LegalSuite will use when sending email to the customer.
EditView Email Forms
To view a list of email forms already defined, make the menu selection
Administration⇒Utilities⇒Email Forms from the navigation bar.
 Email Forms page |
Click on an
Email Subject to view the template for that email.
EditAdd A New Email Form
To add a new email template, click on the
ADD NEW ENTRY button on the Email Forms page.
 Email Forms Details |
The items listed at the bottom of the page are tokens; these tokens allow you to customize the email templates so that when it is sent, it contains information extracted from the LegalSuite database specific to the recipient. For example, anywhere "%CompanyName%" appears, that text will be replaced with the customer's company name.
1. Email Subject - Enter a subject for the email.
2. Email CC - By default, the email will be sent to the contact person for the work order. Enter email addresses for the people that this email should be copied to.
3. For - Select from the pull-down menu what the email is for, for example orders or credit card.
4. Order Status - Select the status of an order when this email form is to be used, for example new order, status update, or closed order.
5. Order Type - Select the order type that this email form is to be used for, for example Copy Service, File, Research, Subpoena Service, or Serve.
6. Attempt Code - Select an attempt (status) code that this email pertains to.
7. In the text box, enter text for this email message. If you wish to insert information using data from the LegalSuite database, click on a token name from the bottom of the page; the token name will be inserted in the text of your email. You can also use the buttons on the tool bars to format and edit the text of the email.
8. Click on the SAVE button to save your changes. Click on the CANCEL button to discard your changes. Click on the PRINT PREVIEW button to view what the email will look like.
When the email is sent, specific data will be retrieved from LegalSuite to replace the tokens used in the email. For example, "%OrderNumber%" will be replaced with the specific order number of a work order being processed when the email is sent.
EditEdit an Existing Email Form
1. Click on the "Email Subject" of a form you wish to modify from the Email Forms page.
2. Make the desired modifications to the email form.
3. Click on the SAVE button to save your changes. Click on the CANCEL button to discard your changes. Click on the PRINT PREVIEW button to view what the email will look like.
EditDelete an Existing Email Form
1. Click on the "Email Subject" of a form you wish to delete from the Email Forms page.
2. Click on the DELETE button to delete the form.
3. You will be asked to confirm that you wish to delete the email form. Click on OK.
4. The email form will be removed from the LegalSuite database. It will no longer be seen on the Email Forms page.