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Add 'Welcome to project' email when we add new member to project

Add 'Welcome to project' email when we add new member to project

Every time when we add new member to project, we always have to send them separate email 'Welcome to project xxx' that goes like this: 

 

Dear Project Member, 

 

Welcome to Project XXX XXX ACC Platform! 

Activate your ACC account by clicking on ‘Activate your membership’ button in separate invitation email (example in attachment).

Invitation link is valid for 7 days!

 

I am sending important documents to help you get started on our project:

1. Document Control Standard (hyperlink)
2. Org charts (hyperlink)
3. Project directory (hyperlink)
4. ACC Toolkit: Guideline for the general use of the project platform  (hyperlink)
5. Naming Standard: all documents must comply with those standards  (hyperlink)
6. Project Templates:  Title Blocks, Tech Subs Cover Letter Template and Document tracker template can be found in this link  (hyperlink)
7. Guidelines: You can find guidelines about uploading documents, creation of RFIs, creation of technical submittals etc.  (hyperlink)
8. 3D Model Coordination Documentation: BEP, Model Coordination Guidelines, 3D Model support files  (hyperlink)

 

Please take some time to review these documents at your convenience. 

If you have any questions or need further assistance, do not hesitate to reach out to Document Controller XXX XXX or BIM Coordinator XXX XXX:

We look forward to working with you and seeing the great contributions you'll bring to the project!

 

To turn off or manage ACC email notifications, please click on unsubscribe link at the end of ACC emails. (insert screenshot)

 

I would like ´Welcome to project email´ option to be added when we are adding new members. 

I would like ´Welcome to project email´ to be added to templates in Account admin so we can create different 'Welcome to project email´ templates, for example: general, client team, EHS, consultants, subcontractors, CSA, electrical, mechanical, commissioning.

Then I could write different ´ 'Welcome to project emails´ per discipline. 

On Project admin level we could edit and define  'Welcome to project email´ templates that were created in account admin level. 

Every time when I am adding new member, I could select one of templates to send. Or none if we have somebody who is already added to multiple projects. 

I need attachments, screenshots and hyperlinks to be available in this email. 

 

3 Comments
minu_jacob
Explorer

Great Idea 

would be better to do it automatically once the template is set by the document controller

sila_kanyar6WG2Y
Explorer

we also do this manually! It would be great if we could draft a message with links and send it through system automatically!

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