Email template attachments
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Development Project Status: Completed
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Often, standard emails need to be sent out with documents attached, such as handouts or forms.
These are typically static documents that don't require any merging.
To do this in OpenVPMS currently requires attachments to be selected manually in the mail editor:
- after turning the document into a Patient Form and adding it to the patient's history
- by uploading an attachment
To automate the generation of emails with static document attachments, provide a facility to attach documents to Email Templates. Each document will be attached when the Email Template is used:
- in the mail editor; or
- to generate email reminders or statements
Configuration
An Attachments tab will be add to the Email Template editor that supports the addition of Document Templates of type:
- Customer Attachment
- Patient Attachment
These are new document types for static customer and patient handouts respectively.
Exclusions
- Only static content will be supported
There will be no provision for merging content. - Attached documents will not appear in patient history
Comments
Re: Email template attachments
We are happy to fund this.
Re: Email template attachments
Also happy to contribute. Do we have an approximate hours?
Two suggestions:
1. Whilst the attachment is not stored, a list of attachments by name is included in the communication (not in the record).
2. When the Template is selected in the mail editor, attachments appear in the normal attachment area so they can be arbitarily removed if needed.
Re: Email template attachments
I have updated the project costsing based on 50% funded by OpenVPMS development levy funds and the remainder pledged.
Please note that our development roadmap is full for the next 3 months so development of this could not start until, at the earliest , October 2022.
Re: Email template attachments
Hi,
Just following up on this. Is it still possible and would you have an updated time frame for completion. I need to update some documents and wondering if I need to work on an openOffice or PDF.
Re: Email template attachments
Hi Greta,
We have updated the project spec and we will fund this project 100%. It will be included in our 2.4 release and will be developed in our next development sprint. Expect available in the next few weeks.
Tony