Add Form Generation and Attachment to E-mail Templates

[JasonP2345]

It would be great if the E-mail Templates included an option to attach a Form to the e-mail being sent. Similar to how AppColl can assocaite and generate a Form with a Task, it would be helpful if the E-mail Templates could include the generation of a Form (i.e., letter, etc.) and attach it to the e-mail being sent.

[BrandonK6644]

@GeorgeJ4336 said in Add Form Generation and Attachment to E-mail Templates:

This would, for example, make preparing reporting messages easier, because relevant documents, or perhaps a superset of them, would already be attached to the draft reporting message AppColl generates.
Alternatively, the Edit Template UI could be augmented to include a similar checkbox, as mocked up below.

The ability to add a document associated with a task to an email would be absolutely amazing!

[GeorgeJ4336]

@SadiqA2304 I believe you are referring to the Notifications email template editing UI. I believe @JasonP2345 is requesting an addition to the "Send Email" editing UI. In a matter detail page or a task detail page, there is an email icon (yellow envelope) in the upper-right corner. Clicking that icon brings up a dialog box ("Send Email"), which allows a user to "Select Template" (from a pull-down list), "Create Template," or "Edit Template," as follows:

It would be great if an email message generated from one of these templates could automatically inherit copies of documents that are attached to the task being displayed.

For example, I suggest adding a check box ("Attach any documents linked to task") to the "Send Email" dialog box, as mocked-up below.

This would, for example, make preparing reporting messages easier, because relevant documents, or perhaps a superset of them, would already be attached to the draft reporting message AppColl generates.

Alternatively, the Edit Template UI could be augmented to include a similar checkbox, as mocked up below.

[SadiqA2304]

@JasonP2345 In the email template

[JasonP2345]

@SadiqA2304 can you send a screenshot of the spot to click? I think we are thinking of two different process flows. I'm clicking the e-mail icon from within a matter in the matters tab.

[SadiqA2304]

@JasonP2345 You can. Click "Attach any documents linked to task" in the email template editing UI