Email Notifications
Email notifications are generated by CAS 360 and sent to others to notify them of certain information, including:
- Document Deadline Reminders
- Company Debt Reminders
- Documents Prepared
- Annual Reviews
- Digital Signing Annual Review
- Digital Signing Documents Prepared
- Document Review
- Copy of the Electronically Signed Document
- Annual Return
- Digital Signing Annual Return
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.
| From the Main Toolbar, go to Settings |
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| Select Email Templates |
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Select your Jurisdiction
CAS 360 now supports the New Zealand Jurisdiction.
Select between the New Zealand and Australian Jurisdictions. Changing the Jurisdiction will allow users access to the email templates related to that jurisdiction.
Templates
Select from a list of customisable templates to edit.
Simply click on a template to start editing.
Click Create New 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
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To reset the template to the original version |
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To save the new template |
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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. |
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To update the template changes |
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Close the email template screen |
Tip
Users can edit and rename both Title and Subject fields
Modern and Classic Template
CAS 360 has released a new professional, clean and slick set of email templates. These new templates have been labeled as the Modern templates.
Lovers of the old templates need not worry. These templates are still here and have been labeled as the Classic templates.
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.
Editing Image Size for Outlook
Microsoft Outlook does not recognise/acknowledge the HTML code used to resize the images (px) in the email templates, meaning any image resized using pixels will appear as it's original size.
An alternative solution is to edit the code of the email template:
- Select Code View:
- Click Ctrl + F and type "img" to search for the code related to the image:
- Edit the style field for this image, changing the value from "width: __px" to "width: __%".
This percentage value should be the desired size of the image based on the original image size
(i.e. 25% = 1/4 smaller than the original image):
- Scroll down and select Update.
Alternatively, edit the size of the image in a third-party program prior to adding it to the email template.