{"id":8308,"date":"2023-09-19T14:49:42","date_gmt":"2023-09-19T13:49:42","guid":{"rendered":"https:\/\/help.cirrus-shield.com\/docs\/user-guide\/cross-functional-features\/email-template\/"},"modified":"2024-11-12T10:45:05","modified_gmt":"2024-11-12T09:45:05","slug":"email-template","status":"publish","type":"docs","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/user-guide\/cross-functional-features\/email-template\/","title":{"rendered":"Email template"},"content":{"rendered":"[et_pb_section admin_label=&#8221;section&#8221;]\n\t\t\t[et_pb_row admin_label=&#8221;row&#8221;]\n\t\t\t\t[et_pb_column type=&#8221;4_4&#8243;][et_pb_text admin_label=&#8221;Text&#8221;]\n<p>You can send your emails more easily and quickly by using the email template plugin.\n<\/p>\n\n\n\n<p class=\"has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong>1. Configure your SMTP<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on &#8220;User Management&#8221; (on the left) to access your user for editing, then fill in the information for your SMTP.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/07\/32-1024x576.png\" alt=\"\" class=\"wp-image-7823\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><div class=\"group w-full text-token-text-primary border-b border-black\/10 dark:border-gray-900\/50 bg-gray-50 dark:bg-[#444654]\"><div class=\"flex p-4 gap-4 text-base md:gap-6 md:max-w-2xl lg:max-w-[38rem] xl:max-w-3xl md:py-6 lg:px-0 m-auto\"><div class=\"relative flex w-[calc(100%-50px)] flex-col gap-1 md:gap-3 lg:w-[calc(100%-115px)]\"><div class=\"flex flex-grow flex-col gap-3\"><div class=\"min-h-[20px] flex flex-col items-start gap-3 overflow-x-auto whitespace-pre-wrap break-words\"><div class=\"markdown prose w-full break-words dark:prose-invert light\"> For more information on how to configure your SMTP, you can access the manual at the following link: <a href=\"\/en?p=134\">Set Up your Organization Information | Cirrus Shield Help (cirrus-shield.com)<\/a> <\/div><\/div><\/div><\/div><\/div><\/div><\/li>\n<\/ul>\n\n\n\n<p class=\"has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong>2. Create a document in Cirrus Shield to add to the email template<\/strong><\/p>\n\n\n\n<p>The next step is to add a file in the Document Module. To do this,\n\n\n\n\n<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a new document in the &#8220;Document&#8221; module and upload the file to be sent by email (accepted document types: Word or PDF).<\/li>\n\n\n\n<li>Complete the &#8220;Contact&#8221; field with the contact to whom you wish to send the document.\n\n\n\n\n<\/li>\n\n\n\n<li>Associate the document with the email template object.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/07\/55-1024x576.png\" alt=\"\" class=\"wp-image-7825\" style=\"width:840px;height:472px\" width=\"840\" height=\"472\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the &#8220;Save&#8221; button to save the document.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong>3. Create an email template object<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access the email template object and click on &#8220;New.&#8221;<\/li>\n\n\n\n<li>Fill in all the necessary fields for the creation of your object.<\/li>\n\n\n\n<li>To choose models that have been previously created, you need to enter their names, separated by semicolons (&#8220;;&#8221;) in the &#8220;Document Template Names&#8221; field.<\/li>\n\n\n\n<li>You can add merge fields for parent fields (Example: {!OwnerId.User.Email}) or for child fields (Example: {!Related__List.Contact.Email}). For child fields, you need to start with &#8220;Related__List&#8221;.<\/li>\n\n\n\n<li>Click on &#8220;Save&#8221; to save your information.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong>4. Create a file in Cirrus Shield to add to the email template<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access the email template object to add a file to a specific email template.<\/li>\n\n\n\n<li>Add the file you want and fill in all the necessary fields.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/07\/Untitled-design-1024x576.png\" alt=\"\" class=\"wp-image-7827\"\/><\/figure>\n[\/et_pb_text][\/et_pb_column]\n\t\t\t[\/et_pb_row]\n\t\t[\/et_pb_section]","protected":false},"author":12,"featured_media":0,"parent":8307,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<!-- wp:paragraph -->\n<p>You can send your emails more easily and quickly by using the email template plugin.\n<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph {\"textColor\":\"luminous-vivid-amber\",\"fontSize\":\"medium\"} -->\n<p class=\"has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong>1. Configure your SMTP<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul><!-- wp:list-item -->\n<li>Click on \"User Management\" (on the left) to access your user for editing, then fill in the information for your SMTP.<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":7823,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/07\/32-1024x576.png\" alt=\"\" class=\"wp-image-7823\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:list -->\n<ul><!-- wp:list-item -->\n<li><div class=\"group w-full text-token-text-primary border-b border-black\/10 dark:border-gray-900\/50 bg-gray-50 dark:bg-[#444654]\"><div class=\"flex p-4 gap-4 text-base md:gap-6 md:max-w-2xl lg:max-w-[38rem] xl:max-w-3xl md:py-6 lg:px-0 m-auto\"><div class=\"relative flex w-[calc(100%-50px)] flex-col gap-1 md:gap-3 lg:w-[calc(100%-115px)]\"><div class=\"flex flex-grow flex-col gap-3\"><div class=\"min-h-[20px] flex flex-col items-start gap-3 overflow-x-auto whitespace-pre-wrap break-words\"><div class=\"markdown prose w-full break-words dark:prose-invert light\"> For more information on how to configure your SMTP, you can access the manual at the following link: <a href=\"\/en?p=134\">Set Up your Organization Information | Cirrus Shield Help (cirrus-shield.com)<\/a> <\/div><\/div><\/div><\/div><\/div><\/div><\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph {\"textColor\":\"luminous-vivid-amber\",\"fontSize\":\"medium\"} -->\n<p class=\"has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong>2. Create a document in Cirrus Shield to add to the email template<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>The next step is to add a file in the Document Module. To do this,\n\n\n\n\n<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul><!-- wp:list-item -->\n<li>Create a new document in the \"Document\" module and upload the file to be sent by email (accepted document types: Word or PDF).<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Complete the \"Contact\" field with the contact to whom you wish to send the document.\n\n\n\n\n<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Associate the document with the email template object.<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":7825,\"width\":840,\"height\":472,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large is-resized\"><img src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/07\/55-1024x576.png\" alt=\"\" class=\"wp-image-7825\" style=\"width:840px;height:472px\" width=\"840\" height=\"472\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:list -->\n<ul><!-- wp:list-item -->\n<li>Click the \"Save\" button to save the document.<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph {\"textColor\":\"luminous-vivid-amber\",\"fontSize\":\"medium\"} -->\n<p class=\"has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong>3. Create an email template object<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul><!-- wp:list-item -->\n<li>Access the email template object and click on \"New.\"<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Fill in all the necessary fields for the creation of your object.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>To choose models that have been previously created, you need to enter their names, separated by semicolons (\";\") in the \"Document Template Names\" field.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>You can add merge fields for parent fields (Example: {!OwnerId.User.Email}) or for child fields (Example: {!Related__List.Contact.Email}). For child fields, you need to start with \"Related__List\".<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Click on \"Save\" to save your information.<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph {\"textColor\":\"luminous-vivid-amber\",\"fontSize\":\"medium\"} -->\n<p class=\"has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong>4. Create a file in Cirrus Shield to add to the email template<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul><!-- wp:list-item -->\n<li>Access the email template object to add a file to a specific email template.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Add the file you want and fill in all the necessary fields.<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:image {\"id\":7827,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/07\/Untitled-design-1024x576.png\" alt=\"\" class=\"wp-image-7827\"\/><\/figure>\n<!-- \/wp:image -->","_et_gb_content_width":"","footnotes":""},"doc_tag":[],"class_list":["post-8308","docs","type-docs","status-publish","hentry"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/8308","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/comments?post=8308"}],"version-history":[{"count":2,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/8308\/revisions"}],"predecessor-version":[{"id":11090,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/8308\/revisions\/11090"}],"up":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/8307"}],"next":[{"title":"Custom Buttons","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/user-guide\/cross-functional-features\/custom-buttons\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/8310"}],"wp:attachment":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/media?parent=8308"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/doc_tag?post=8308"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}