Working with email templates

Objective ECM's Email Template Editor enables you to create customisable and actionable workflow task assignment emails. The Email Template Editor is independent of Objective Navigator and provides a simple (WYSIWYG) user interface for creating workflow email templates, allowing users to action manual tasks directly from their email client. For information on creating email templates, see the Developing Templates section of Objective ECM Installation and Administration Help.

• Email templates can only be created in Objective ECM using Objective Navigator.

• By default, email template creation is restricted to users with administrator privileges.

Objective email templates are:

• Saved as documents in Objective ECM with the file type .OBET.
• Edited in either HTML or plain text.
• Used to include straightforward, actionable workflow tasks and dynamically updated field values.

After an email template is added to Objective ECM using Objective Navigator, in Objective ECMIQ, you can perform most operations (with the required privileges) like editing a new version, adding notes and description, setting security classification, assigning privileges, adding catalogue fields and so on.