Send E-mail

Send E-mail
The Send E-mail task allows an e-mail to be sent at a specific point in the workflow process.

This page describes the settings that are characteristic of the Send E-mail workflow task. Please find the general settings here:
General Settings
Workflow Tasks

Edit
To configure the e-mail click 'Edit...' and then 'Edit...' again on the next dialog that opens.  This will open the 'E-Mail Setup' dialog. More information about Therefore™ workflow e-mails, including template design and macros, can be found here:
E-mail Notifications
Workflow Macros

After clicking the 'Edit' button, the contents of the e-mail can be populated and files can be attached. Additionally, the settings under which documents are shared by the task can be configured.

Info Icon

Note:

  • If no name is specified, the original file name / default name is used.

  • If multiple files should be sent with the same name, the addition of counters in brackets will be included (e.g. Example(2), Example(3)).

  • The following characters should be removed, because they are not valid for windows file names: \ / : * ? " < > |