About E-mail Notifications #
The E-mail Notifications module enables users to send customized notifications based on specific business rules within M-Files. It allows users to automate sending emails to both external and internal parties.
Email notifications can be triggered by specific events, such as object changes, object creations, transitions into workflow states, and comments added to objects, but users can also set up periodic digests to send scheduled emails.
Users can statically or dynamically define all important email fields, such as To, Cc, Bcc, Subject and Body, and attach documents either related to the workflow or referenced objects. The email body can be formatted as simple text or rich HTML content, offering full customization and support for M-Files placeholders to define the desired content.
Accessing E-mail Notifications #
- Open M-Files Admin.
- In the left-side tree view, expand the desired connection to the M-Files Server.
- In the left-side tree view, expand the Document Vaults node.
- Still in the left-side tree view, expand the vault where you installed the connector and select Configurations.
- Expand Other Applications.
- Expand Extension Kit.
- Click on E-mail Notifications.
Initial configuration steps #
To begin configuring a rule, you need to define four fundamental fields to establish the rule’s essentials. For detailed descriptions, please click on each field below:
