User defined notifications & File attachments (email templates)

About "User-defined notifications" and addition of custom files

In Mileage Book fleet management, the fleet manager have the option to set up customized notification emails and associate files from your organization as attachments to those emails. If you have many files you need to upload, you can go directly to Attachments and upload them all. Otherwise, you can simply start by creating your own email notification and here assign a file during the creation of the notification. All files uploaded can only be linked to custom notifications and not elsewhere in the platform.

You can find Custom Notifications and Attachments by navigating to:

System Setup > Fleet Management > User defined notifications/File attachments. 

Content in article

• About "User-defined notifications" and addition of custom files
• Create custom user-defined email notifications
  • 1. Tab: E-mail
  • 2. Tab: Triggers
  • 3. Tab: Files
  • 4. Tab: Email sent
• Attachment files

Create custom user-defined notifications

1. Tab: E-mail On the first page, you can name the notification and who should receive it. You can also choose whether the notification should be active or not. If it is not active, no e-mail will be sent. Once an email notification draft is saved, it can always be found and activated again. Here, as in a normal e-mail, you must write a subject and a message.
Confirmation link You can choose whether the recipient must confirm receipt of the e-mail. You can also choose how many times the recipient must be reminded before it is forwarded to the nearest manager/fleet administrator. The recipient must confirm having seen the email notification by clicking on a link in the email The recipient must confirm having seen the email notification
Dynamic text Insert dynamic text in your mail notification using data tags. Simply click on the icon under the "insert" column and the dynamic text will be inserted exactly where your cursor is placed in the email text. This can e.g. be smart about getting the employee's name or number plate out in the email.

2. Tab: Triggers

This is where you choose when your custom email should be sent.
It is possible to add multiple triggers to your email. 

3. Tab: Files

Here you can add an attachment in your email if you want to use one.
Once you have created the attachment file you want to use, you can add it here by pressing the green 'Add' button.

4. Tab: Email sent

At the last tab, you can see who received this custom email.
Here you can see both the date, name and e-mail of the recipient.

Attachment files

In this section, you can create files that can be attached to your custom notifications. When you press the green 'Add' button, name your attachment and select a file from your computer. After you've done this, remember to hit 'Save' at the bottom.