Overview

Email reasons are options that appear in a dropdown list when sharing Assets via email. The purpose is to specify why the User is sharing to external recipients. By default, other is available with a free text box however, custom options can be added to the list to eliminate redundant typing each time an Asset is shared.

 

See the image below for an example:

To create, view, or modify an email reasons template, perform the following steps:

1. Navigate to the Main Stations page.
2. Check the box to the left of the desired Station.
3. Click the Gear icon, then Email Reasons Template.

 

Create new Reason

Perform the following steps:

1.  Click the Page icon.
2. Type the desired reason into the text box.
3. Click on Create.

See the image below for an example:

Edit existing Reason

Perform the following steps:

1.  Click the Page icon.
2.  Locate the desired Reason in the list.
3. Check the box to the left of the desired Reason.
4. Click on the Wrench icon.
5. Modify the text.
6. Click on the Save button.

See the image below for an example:

Delete Reason

Perform the following steps:

1. Click the Page icon.
2. Locate the desired Reason in the list.
3. Check the box to the left of the desired Reason.
4. Click on the Trashcan icon.
5. Click OK to confirm.

See the image below for an example: