Page Comparison

...

1. Click on the Mail Merge

2. Under the General heading:

   • Toggle the Mail Merge? field to Yes.

   • The Application field remains View Only as the only current format for merge documents is Microsoft Word.

3. Under the Template heading:

   • Click on the drop-down list next to Folder. A Select File dialog will appear.

   • Navigate to the location of the merge document and select the required document.

   • The File Name and Folder path will automatically be populated based on the selected document.

   • If the .doc is password protected and/or is locked with editable fields, you can toggle Protected? to Yes and;

   • Enter a Password. Note Password protected mail merge documents are only supported from Framework version 8 or higher.

4. The Destination heading will be used for the DMS product, however, this functionality is not currently available.
   

   

5. Click OK to close the Communication template.

...

1. From the Security Module / Business Rules / Communication Rule Tab, select the field you would like to add a communication rule to.

2. Click New

3. Update the Communication Rule fields:

   1. Communication Type - Email/SMS

   2. Communication Template - Select the template to send

   3. Region/Division - Select

   4. Enabled? - Yes

   5. Custom Rule - Yes

   6. Rule String - Enter the Rule String

   7. Custom Description - Yes

   8. Description - Enter the message users will see when entering a date into the field

4. Update the Email Communication fields:

   1. Send Email? - Yes

   2. Additional ‘To’ RMS IDs - Enter the RMS ID eg: e.g. Enter a 4 to send the email to the job Administrator or 682 for Primary contact

   3. Additional ‘CC’ RMS IDs - Enter the RMS ID e.g. 42110 for secondary contact

   4. Additional ‘BCC’ RMS IDs - Enter the RMS ID

5. Update the SMS Communication fields:

   1. Send SMS? - No

6. Update the Communication Text (inserted within the email template):

   1. Add additional Framework field content that might be useful to the email recipient/s (refer below screen shot example).
      Note: If using this field you must insert {{CRContext}} into the body of your Communication Template - this will ensure the contents appears in the email.

7. Click OK

8. Click OK

...