Communication

Article Overview

The following article describes the Email and SMS building blocks located under the Communication category.

Communication

(See Figure 1)

The Communication category contains two building blocks:

• Email
• SMS

Figure 1: Communication

The building blocks are used to interact with different end-users (roles) during the life cycle of a process, for example:

• When starting a new step, upon the initiation of the process
• Upon submission, for example, sending an email notifying an end-user that their part of the process is complete

Email

(See Figure 2 to Figure 9)

The Email contains the following options and fields:

• Label
• Role
• Edit Message
• Description

Figure 2: Email

Figure 3: Label and Role

When clicking the Edit Message button the Edit Message window appears. This window is divided into two sections:

• Message Content
• Advanced 

Figure 4: Edit Window Message

The Message Content section contains the following fields and options:

• Email Name
• Recipients - can be static or dynamic:
  • Static - for example r.riback@easysend.io
  • Dynamic - Model data items and/or metadata items  

Figure 5: Adding Recipients

NOTE

You can add recipients to different environments.

• The language of the email (according to available languages in your environment) 
• Subject - can include dynamic data items and/or metadata items

Figure 6: Subject

• Message Body - the content of the email:
  • Written in HTML
  • HTML tags such as <br> and <a> can be used
  • The content can include dynamic fields:
    • Model data items
    • Metadata items
  • Process links can be included in the email's content - {{link}}  

Figure 7: Message Body

The Advanced section contains the following fields and options:

• Attachments - can include:
  • Forms - the PDF files that were uploaded to the Builder platform as part of the platform

• • User Files - the files that were uploaded by the end-user during the process

• • Model As - a copy of the Model of the process in three different formats:
    • JSON
    • XML
    • CSV
  • Audit Trail As - an audit trail copy of the process in two different formats:
    • JSON
    • PDF

Figure 8: Message Body

• Advanced options:
  • Set a custom reply-to email address:
    • When toggle to on - enables to set a custom reply-to email address
    • When toggle to off - the option is disabled
  • Encrypt all PDF documents attached to email:
    • When toggle to on - enables to encrypt attached PDF documents with a password
    • When toggle to off - the option is disabled
  • Email footer:
    • When toggle to on - enables to select a footer template
    • When toggle to off - the option is disabled

Figure 9: Advanced Options

SMS

(See Figure 10 to Figure 14)

The SMS contains the following options and fields:

• Label
• Role
• Edit Message
• Description

Figure 10: SMS/Label and Role

When clicking the Edit Message button the Edit Message window appears. This window contains the Message Content section with the following fields and options:

• Email Name
• Recipients - can be static or dynamic:
  • Static - for example 2679834455
  • Dynamic - Model data items and/or metadata items

Figure 11: Edit Message Window

Figure 12: Adding Recipients

NOTE

You can add recipients to different environments.

• The language of the SMS (according to available languages in your environment) 
• Sender - can include dynamic data items and/or metadata items

Figure 13: Sender

• Message Body - the content of the SMS:
  • The content can include dynamic fields:
    • Model data items
    • Metadata items
  • Process links can be included in the content - {{link}}  

Figure 14: Message Body