Bookmarks in Email Messages

Request: I would like to be able to include the vendor’s name in my outbound email notification messages. 

Now you can include bookmark-style replacements in the result value of the EmailText | NotifyMsg rule. This rule allows you to specify the content of the outbound email that notifies a user about documents in his or her Spitfire Inbox. The NotifyMsg rule has always allowed certain $$-style markers in the result value—a full list is available in KBA-01394—but there was no marker for Vendor. Now, bookmark-style replacements can be included for information not covered by the $$ markers.

For example, you can use DocHeader_SourceContact for the vendor name. Bookmarks (used in bookmarked Microsoft Word templates) are explained and listed in the Focus on Bookmark Templates guide.

News2015-04-01

The NotifyMsg rule with the above result value will translate into something like the following in outbound notification emails:

Northern Lights Plaza Vendor Coho Asphalt and Concrete, Pay Request 0001 for 02070 Paving requires your attention.