Email Templates

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From the Main Toolbar, go to Settings

Select Email Templates

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Email Notifications

Email notifications are generated by CAS 360 and sent to others to notify them of certain information, including:

  • Annual Return
  • Copy of the Electronically Signed Document
  • Digital Signing Annual Return
  • Digital Signing Documents Deadline Reminder
  • Digital Signing Documents Prepared
  • Document Deadline Reminders
  • Document Review
  • Documents Prepared

The Email Templates screen allows you to customise email notifications sent through CAS 360. Add your own text, images, logos and even videos to the emails that are sent from CAS 360.

Tip

You can set the email sender name and reply-to address for emails sent from CAS 360 through the Email Settings screen.

 

Select Your Jurisdiction 

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Users have the ability to customise the email templates relative to your companies jurisdictions.

My Email Template

Select from a list of customisable templates to edit.

Simply click on a template to start editing.

Click Create New and select between the Modern or Classic template (see 'Modern or Classic template' section below for more information) to create additional Email templates.

Before CAS 360 sends an email, users are able to select the template to be used.

Once a template is selected, make the desired changes in the text field

To reset the template to the original version
To save the new template
To make the current template the default template to be sent from CAS 360. Users are able to quick select a different template before CAS 360 sends the email.
To update the template changes
Close the email template screen 

Toolbar

Icon Name Description
Paragraph Format Block elements used to designate headings of both different sizes and importance. For example, the h1 heading is the most important and the h4, the least important.
Paragraph Style Preformatted text styles. Choose to have text in Uppercase, bordered, paced or grayed out.
Inline Style Preformatted text styles. Choose to have text in large red or small blue.
Full Screen Expands the Email template editor to cover the browser.
Print Page Print the Email template.
Quote/unquote selection or paragraph Block elements used to designate headings of both different sizes and importance. For example, the h1 heading is the most important and the h6, the least important.
SubScript/SuperScript A subscript or superscript is a number, figure, symbol,indicator or rotas that is smaller than their normal line of type and is set slightly below or above it. Subscripts appear at or below the baseline, while superscripts are above.
Icon Name Description Example
Bold Darkened text Example
Italic Slants the letters evenly to the right Example
Underline Words have a line running beneath them Example
Strikethrough Text to display as though it is crossed out Example
Special Characters Insert special characters into the email template. These Characters include Currency signs, arrows and Latin characters.
Emoticons Insert emoticon images into the email template
Unordered List Any series of items or words in no particular order
  • Example 1
  • Example 2
Ordered List A list order done with numbers for checklists or a set of steps
  1. Example 1
  2. Example 2
Redo Does any undo function again Example: if you deleted text and perform an undo, then decide that you wanted that text deleted again, you could do a redo.
Undo Reverse the action of an earlier action Example: the undo function can undo deleted text
Clear Formatting Clear any formatting changes to the original default format Example
Font Colour Set the colour of the characters and the colour that appears behind the characters Example/
Font Change the font style
Size Change the font size Select between size 8-96
Icon Name Description
Align Text Left How text is aligned. This creates a straight line of text on the left-hand side of the page.
Center How text is aligned. Text is placed on the center of each line As you type, the text expands equally to the left and right, leaving the same margin on both sides. When you start a new line, the cursor stays in the center, which is where the next line begins.
Align Text Right How text is aligned. This creates a straight line of text on the right-hand side of the page.
Justify Text Spaced so the left and right sides of the text block both have a straight edge
Increase Indent The increase of space between the left and right margin of a paragraph
Decrease Indent The decrease of space between the left and right margin of a paragraph
Insert Horizontal Line Insert a line into the email.
Select All Highlight all items in the template
Help Display all the quick keyboard shortcuts
Icon Name Description
Toggle HTML/Rich Text Using HTML allows you to present your email just as it would appear on a web browser.
Insert Image

Insert an image into the email. if the image has been uploaded to the web, click the insert image icon to enter the URL of the image.

Users can instead drag and drop image files for their computer into the email templates.

Insert/Edit Link Insert a web link into the email. Highlight a text and click the insert link icon to change the text into a web link. Alternatively, click the insert link icon to enter web site address into the email.
Insert Video Insert a video into the email. The video must be first uploaded to YouTube. Clicking the Insert Video icon will allow users to enter the URL of the video
Insert Table Insert a table into the email.
Upload File Upload a file to the template. This file will become an attachment which accompanies the email. 

Email Template Codes

CAS 360 can include codes in the email templates. These codes can be used when users wish to select a variable rather than a fixed item. For example, rather than creating an email with "2016" as the annual review year, "${AnnualReviewYear}" could be entered. CAS 360 will automatically insert the annual review year from the company details. See The CAS Dictionary for a list of these codes.

 
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