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Emails can be sent at defined points during the workflow. Each email uses a custom template built within Simplifi. To build an email template:
  1. Navigate to Staff Onboarding Settings from the profile
  2. Press Email Templates
  3. Press New Email Template
  4. Write the subject and body of the email.
  5. Use dynamic fields to insert placeholder values that are replaced with real data when the email is sent. Click to insert a field at the current cursor position in the email body.
  6. If applicable, select the different roles and departments that this email template applies to.
  7. Save the template.
If the field [manually_entered_text] is used, the person assigned to the task will be prompted to enter that text before the email is sent. The full text of the email will also be editable by the sender before it is dispatched.