The Report Email Setup can be used to configure different settings for combinations of reports and languages used for the source documents.
When starting the ApproveIT flow, ApproveIT will check if a combination for the report and language can be found.
The following combinations are checked in order:

  1. Combination of Report Id and Language Id.
  2. Report Id without a specified language (Language Id = 0).
  3. Report Email Setup record without Report Id and Language Id (Report Id = 0 and Language Id = 0).
  4. If no combination can be found, the defaults from the ApproveIT Setup will be used.

The Report Email List can found in the ApproveIT Setup Card page in the configuration menu.
This will open the following list, displaying combinations of reports and languages used in the ApproveIT flow.

Selecting a record will open the card page.

General Tab

The following fields are available on the General tab:

Field Description
Report ID The report id used in the ApproveIT flow for the source document.
Report Name The name of the report. This will be automatically updated when selecting a report id.
Language ID The language id used on the source document.
Language Name The language description for the language. This will be automatically updated when selection a language id.

Email Tab

The following fields are available on the Email tab:

Field Description
Edit Email Specifies if the email subject and body can be edited before sending the document to DocuSign.
Add Documents Specifies if additional (static) documents can be added before sending t he document to DocuSign.
Default Tab Set Specifies the default DocuSign tab set used for signers.

Email Defaults

On the card page the default email subject and body can be configured.
If the Edit Email checkbox is disabled, these defaults will be used in the email to the recipients.
If the Edit Email checkbox is enabled, these defaults will be displayed on the E-Mail page, where it is possible to edit this before sending the document to DocuSign.

The following fields are available for the E-Mail defaults:

Field Description
Email Subject Specifies the default email subject used in the email from DocuSign to the recipients.
Email Body Specifies the default email body used in the email from DocuSign to the recipients.

Email Variables

It is possible to use substitution variables in the email subject and body.
The substitution variables can be configured by adding lines to the Variables. In the email subject and body the variables can be used by using %[Variable No.] (e.g. %1 for Variable No. 1).

The following fields are available for the Email Variables:

Field Description
Variable No. Specifies the number for the variable in the email subject and/or body.
Table No. Specifies the table number for the table to check for the field value.
Table Name Specifies the name of the table.
Field No. Specifies the field number that should be used to get the value that should replace the substitution variable.
Field Name Specifies the name of the field.