Fairways Debt enables you to send email notifications to users when documents are uploaded. Create notification templates to customize the content to meet your needs.
Note: Only administrators can manage notification templates.
Prerequisites
- Contact your Finance Active consultant to enable the Documents application.
- Create a Document Type.
- Design your template in an HTML file format.
Note: Notification templates uploaded to the Documents application are subject to format validation before they can be made available on the platform.
You must ensure that your templates comply with the W3C standards for HTML, otherwise they will be rejected by the validator. For security reasons, scripts are not allowed in templates.
Note: The notification for uploaded documents must be enabled in the user account settings.
Navigate to the Account Administration
- Log in to your Fairways Debt account.
- Select a customer account.
- Navigate to Applications
> Account Administration.
Create a Notification Template
- Click Administration > Documents Module on the left menu.
- From the Notification Templates section, click Add Notification Template.
- On the popup window, click Download Template to download an Excel file containing the list of the available attributes which can be used in the template.
You can then include the relevant attributes in your HTML template:Attribute
Description
${objectLinkedType} Transaction type or entity code ${objectLinkedReference} Transaction reference or entity name ${documentName} Document name ${documentType} Document type ${documentURL} External link redirecting to the document ${userFullName} User name ${accessUrl} External link to access the platform ${title} Notification email title ${platformName} Platform name ${logo} Logo of the customer account - On the same popup window, click Select a file and then browse a path to the template file.
- Click Apply.
An integration report is then displayed: if no error is found in the template syntax, click Import.
The new template is then added to the list in the Notification Templates section.
Example of a Notification Template - Code Preview
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
"http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8"/>
<title></title>
<style>
img {
width: 300px;
height: 150px;
}
</style>
</head>
<body>
<h1>
<font style="font-size: 14px; text-transform: uppercase" color="#636466"
face="arial"><b>
New document ${documentName}
</b></font>
</h1>
<hr/>
<p>
Hello ${userFullName},
</p>
<p> The document ${documentName} has been uploaded on ${documentURL}.
</p>
<p> Your Administrator
</p>
<p align="left">
${logo}
</p>
<hr/>
<p>
<font color="#008000" size="1" face="Arial, Helvetica, sans-serif">
Please consider the
environment before printing this e-mail.</font>
</p>
<p>
<font color="#666666" size="1" face="Arial, Helvetica, sans-serif">This
message and its attachments, if any, are
confidential and are intended solely for the addressees. If you received
this message in error, please delete it
and notify the sender.</font>
</p>
</body>
</html>
Notes:
Use the <style> tag in the template to define the logo image size with "height" and "width" properties as shown in the above example:
<style>
img {
width: 300px;
height: 150px;
}
</style>
Standard HTML formatting tags can be used to format the "${logo}" attribute (e.g. <p align="left">${logo}</p>).
Example of a Notification Template - Template Preview
New document ${documentName}
Hello ${userFullName},
The document ${documentName} has been uploaded on ${documentURL}.
Your Administrator
${logo}
Please consider the environment before printing this e-mail.
This message and its attachments, if any, are confidential and are intended solely for the addressees. If you received this message in error, please delete it and notify the sender.