Workflows - Email component
Note
This option pertains to the Hyperproof TPRM product line.
Use the email component for automated email communications among collaborators. This component is designed to streamline sending emails with rich-text customization and optional review configurations. See Configuring workflow components.
Key features include:
Email notification settings
To - Specify the primary recipients of the email.
Cc - Add carbon copy recipients.
Bcc - Include blind carbon copy recipients.
Subject - Define the email subject line.
Body - Compose the email content using rich-text and variables.
Attachments - Option to add files or links to the email.
Review and Send - Option to enable a review step before sending the email.
Configuration options
Auto-fill fields - On loading, the component verifies pre-configured settings for fields like To, Cc, Bcc, Subject, and Body. If values are present, the component pre-fills these fields.
Review and Send configuration
Enabled - Users must review the email content before sending. The system displays all details for verification, allowing the user to modify and finalize the content.
Disabled - If all mandatory fields are correctly pre-filled, the email is automatically sent to the configured recipients. The system then proceeds to the next step in the workflow.
Rich-text editor - Compose emails using advanced formatting tools such as bold, italic, hyperlinks, bullet points, etc.
Error handling - Validates fields such as email addresses and required content before sending, and prompts users if any mandatory information is missing.
Sending the email - Once the email is sent, the user is either moved to the next step in the workflow or remains in the current step if additional action is required.