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- From the Template Groups list, select a location for the new template group. A shadow will appear around the list to indicate it is selected.
- Click New. The Add New MME Document Group confirmation prompt will appear.
- Click YesYes to add a new group as a child of the current group. The MME Document Group dialog will be displayed.
OR
Click No to add a new group at the same level as the current section. The MME Document Group dialog will be displayed. - The MME Document GroupGroup dialog will be displayed.
- Enter the details.
- Click OK. The dialog will close and a new document group will be created.
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- Click on the Email
- Under the General heading:
- Toggle the Email? field to Yes.
- In the Subject section, type the name of the email template.
- If you want to add Framework fields to the Subject (e.g. Job Number and Land Address), click on the “Insert Field” button to launch the “Select RMS Field Code” dialog.
- Click on the required folder in the “Groups” section and then select the required field from below in the “Field Codes” section by double clicking the field or highlighting and clicking OK to save.
- In the Body section, type the contents of the email template.
- If you want to add Framework fields to the Body of the email, please click on the “Insert Field” button to launch the “Select RMS Field Code” dialog and follow step 2.4 noted above.
- The Destination heading will be used for the DMS product, however this functionality is not currently available.
- Click OK to close the Communication template.
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SMS Tab (Setting up an SMS Template)
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