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Home | ProjectDox | ProjectFlow | ProjectFlow Administration | ProjectFlow E-mail Templates

 

Custom File Manager

Email templates are used to notify a user when events take place in ProjectDox. These standard templates can be found in the Custom File Manager admin page under the ProjectDox\Custom\en folder and will be set as defaults. The templates can be edited, copied or deleted from this screen. Fields can also be added to any of the email templates by selecting the template from the left-hand menu, choosing a field from the Add to template: drop down menu and clicking . A new template can also be created from this page by selecting  and adding file name with a valid extension.

 A report summary is sent out at the end of the workflow to everyone involved in the workflow.

The following is a list of standard template emails:

_Template.html notifyBeginReview.html notifyUploadAppReminder1.html
BadSheetSize.html notifyCoordinator_WFlowInstanceError.html notifyUploadAppReminder2.html
BatchFileStamp.html notifyCorrectionComplete.html notifyUploadAppReminder3.html
BatchFileStampFailed.html notifyDepartmentReview.html notifyWithdrawn.html
ChangePermissions.html notifyDownload.html PasswordReset.html
CreateAccount.html notifyEmailTemplate.html ProjectExport.html
Deletions.html notifyFinalFees.html ProjectExportFailed.html
DocReviewEmail.html notifyGenericTask.html ProjectImport.html
Download.html notifyGenericTaskWithDueDate.html ProjectImportFailed.html
Incoming_Admin.html notifyGroupPreScreen.html ProjectUserOwnerBatch_Invite.html
IncomingError_Admin.html notifyPastDueReviewTask.html ProjectUserOwnerBatch_InviteNewUser.html
Invite.html notifyPastDueTask.html ProjectUserOwnerBatchBid_Invite.html
InviteGroupUser.html notifyPrescreenCorrections.html ProjectUserOwnerBatchBid_InviteNewUser.html
InviteNewGroupUser.html notifyPreScreenReview.html Remove.html
InviteNewUser.html NotifyProjectContact.html ResetAllPasswords.html
Markups.html notifyRejectFeesDue.html SystemWideEmail.html
NewFolder.html notifyResubmitIncomplete.html TeamMail.html
NewUser4Admin.html notifyResubmitReceived.html TeamMail_File.html
notifyAdhocResponseCompletion.html notifyReviewComplete.html TeamMail_ProjectTopic.html
NotifyApplicantDownload.html notifyReviewerStamps.html TermsAndConditions.txt
NotifyApplicantResubmit.html notifyReviewQA.html Topics_Notes.html
notifyApplicantUpload.html notifyUpcomingReviewTask.html Upload_Version.html
notifyApproved.html notifyUpcomingTask.html UploadPushNotify.html
notifyBatchStamps.html    

All parameters are case-sensitive and work in the subject line and body text. It is possible that not all parameters will have values. For example, a user may not have filled out his city, state and zip code. In addition, the parameters are exclusive to each email. The context of the field number in the specific template will identify what the field is used for. An example would be if both the "New Folder" and "ProjectUserOwnerBatch_Invite" templates use field1; however, field1 is the name of the new folder on one and on the other field1 is the user login.

The following are parameters that can be used in all email templates:

Project Fields:

[ProjectName]

[ProjectID] [ProjectDescription]
[ProjectStatusInfo]                                    [ProjectStatus]  [ProjectLocation]
[ProjectContact] [ProjectEmail] [ProjectCellPhone]
[ProjectPager]  [ProjectSourcePath] [ProjectPublishPath]
[ProjectURL] [ProjectCreateDate]  [ProjectEndDate]

Project Owner Fields:

[OwnerUserID] [OwnerUserName] [OwnerCompany]
[OwnerTitle] [OwnerAddress1] [OwnerAddress2]
[OwnerCity] [OwnerState] [OwnerCountry]
[OwnerZipCode] [OwnerWorkPhone] [OwnerCellPhone]
[OwnerPager] [OwnerFax] [OwnerEmail]
[OwnerLastLogin] [OwnerSignupDate] [OwnerUserLanguage]

Email Receiver Fields:

[UserID] [UserName] [Company]
[Title] [Address1] [Address2]
[City] [State]  [Country]
[ZipCode] [WorkPhone] [CellPhone]
[Pager] [Fax] [Email]
[LastLogin] [SignupDate] [UserLanguage]

The following example shows how a subject line might be formatted in the email template for an invitation email. The "any text" would be replaced with text of your choosing:

[[ProjectDox Invitation any text [ProjectName] any text2 [ProjectDescription] any text3 [ProjectStatus]]]

This example will generate a subject line like the following:

ProjectDox Invitation to One Plaza Suite, Description - City Construction – Town Square, Status - Open.