Within a Document's Details, emails can be sent from the user's client or from over.vu ([email protected]). Emails can be configured or manually written to reference data from the Document.
Click Send Email
Select an Email Template
Users can manually create an email or select a created template
Selecting a template will populate its subject line and body
Subject Line
Users can write this content manually
Body
Users can adjust this content manually
Add Fields – Users can reference information from Workflow by utilizing its field signature within an Email
Click on the row of a Field to copy its Field Signature
Some default system fields are excluded
Click Recipients to continue to the next step of adding recipients
Add People Selection
Select an Audience for the email
See People Selection for more details
Select the type of email communication (To, CC, BCC)
All three types can have separate recipients
Individual Recipient(s)
Select contact(s) from over.vu’s Manager
List(s)
Select list(s) from over.vu’s Manager
Preview Recipients
Display all the contacts selected
Open in client
Create the email within the User’s default email application
Send from over.vu
Send the email from [email protected]
