The Template and From drop-downs provide the ability to select the email template to be used to generate the email as well as identify the email address from which the email is being sent.

The following information populates in each drop-down:

Field	Description
Template	Includes a list of the email templates assigned to the workflow step by the system administrator in System Management > Workflow > Workflows. For more information on configuring the Send Email workflow step, please see the Send Email Workflow Step topic in the Administrator Guide.
From	Includes the email addresses added to the system Email Settings by the system administrator.  The addresses that display in this drop-down are configured within the Add "From" Email Address box that appears in the Email Settings tab in System Management > Modules > Collection. For more information, please see the Email Settings section of the Collection topic in the Administrator Guide.

The Add "To" Recipient section provides the ability to identify the recipient(s) who are to receive the email. When a template for Account Roles is selected, this section populates with the account holders who are related to account(s) selected for the workflow and hold a "To" role assigned to the template.

For example, if the email is configured for Account roles, and the Primary and Secondary role types are assigned to the template, the name of both the primary and secondary account holders automatically populate within the grid.

If the email is configured for Contact roles, the grid populates with the contact(s) who are related to the person/account(s) associated with the workflow, and hold a "To" role assigned to the template.

If desired, additional "To" recipients can be added to the email by clicking the  button that appears in the top of the grid.

For more information on adding a "To" recipient, please see the Adding "To" Recipients section in this topic.

The grid that appears in this section displays the following columns of information for each primary recipient on the email:

Column	Description
	Select the check box to add the person as a primary recipient of the email. When this check box is selected, the email is sent to the recipient at the email address identified within the Email column.
"To" Recipient	Displays the name of the email recipient(s).
Email	Displays the email address on record for the recipient.
Source	Displays the account to which the person is associated. If the person is a secondary on the account, the word "Secondary" appears next to the account number as shown in the below example.

The Add "CC" Recipient section provides the ability to identify the recipient(s) to be carbon copied on the email. When a template is selected, this section populates recipients based on the account(s) selected for the workflow and the contact(s) related to the person/account(s) with a"CC" role assigned to the template.

A "CC" recipient can be added to the email by clicking the  button that appears in the top of the grid.

For more information on adding a "CC" recipient, please see the Adding "CC" Recipients section in this topic.

The grid that appears in this section displays the following columns of information for each "CC" recipient assigned to the email:

Column	Description
	Select the check box to carbon copy the recipient on the email. When this check box is selected, the recipient is CC'd on the email that is sent to the email address identified within the Email column.
"CC" Recipient	Displays the name of the recipient.
Email	Displays the email address on record for the recipient.
Source	Displays the account to which the person is associated.

The Attachments section enables the ability to attach documents directly to an email. This section automatically includes all documents attached to the account or case associated with the workflow from the Account or Case Documents screen. Within the Attachments section users are also able to perform the following actions:

Button	Description
	Click to open the Document Upload window to upload a document for an account. Within this window, users are able to select the desired document and identify the document details such as a description of the document, the document type, and the associated account.
	Click to open the Document Upload window to upload a document for a case. This button only appears in the Attachments section when the Send Email workflow step executes in a Case workflow.
	Click to view the attached document.
	Click to refresh the Attachments section and display the most up to date information for the document(s).

For more information on the above actions, please see the Upload Document and View Document sections in this topic.

The Attachments grid displays the following columns of information for each document uploaded to the Send Email step:

Column	Description
	Select the check box next to the desired document to attach it to the email. When a document is uploaded to the Send Email workflow step, the check box is automatically selected for the document.
File Name	Displays the name of the document uploaded to the workflow step.
Description	Displays the description provided for the document.
Account	Displays the account to which the document is related.
Date Created	Displays the date the document was uploaded to Temenos Infinity.

Clicking  opens a Search window to locate additional recipients to add to the email.

To add a "To" recipient:

• Enter the person's first name and/or last name in the corresponding fields.
• Click .
• The name and email address of all persons matching the entered value displays.
• Highlight the desired person within the grid and click .

  When an email is configured for Contact Roles, only persons listed as a contact may be added to the email as a "To" recipient. If a person who is not listed as a contact is selected within the Search window, a message a received upon clicking  to inform that only contacts can be added to the email as a "To" recipient. For information on adding contacts to an email, please see the Add CC Recipient section in this topic.

• The person is added to the "To" recipient grid.

  The  functionality is only available for contacts. When  is clicked, and a person that is not listed as a contact is selected within the grid, a message appears to inform that the person cannot be edited from the Search window.

Clicking  opens a Search window to locate additional contact recipients to add to the email. Within this window, users are able to add an existing contact as well as create a new contact to add to the email.

To add an existing contact as a "CC" recipient:

• Enter the contact's first name and/or last name in the corresponding fields.
• Click .
• The name and email address of all persons matching the entered value(s) display. An  icon appears next to the email address for any person who is a current Contact in Temenos Infinity.
• Highlight the desired contact within the grid and click one of the following buttons:

Button	Description
	Click to add the contact to the email. Once  is clicked, the contact populates in the "CC" recipient grid.
	Click to modify the contact's information prior to adding the contact to the email. This functionality is only available for contacts. When  is clicked, and a person that is not listed as a contact is selected within the grid, a message appears to inform that the person cannot be edited from the Search window. Upon clicking : The Contacts window from the Address Book (System Management > Address Book > Contacts) opens to update information for the contact. Update the desired information within the Contacts Window and click .  Upon clicking , the following window appears to identify the contact's relationship to the email: Within the Contact Relationship window: Select Person or Account from the first drop-down to relate the contact to either the person or account that is associated with the email. From the second drop-down, select a role that identifies how the contact is related to the person or account. This drop-down includes the values configured for the CONTACT_RELATIONSHIP lookup in Field Configurations. Once a value is selected for each field, the  button is enabled within the window. Click to add the contact to the email. Upon clicking , the contact populates in the "CC" recipient grid and is automatically selected as a recipient to be carbon copied on the email.

To create a new contact:

• Click  within the Search window.
• The New Contact window appears.
• Within the New Contact window, enter the information for the contact.

  Though Email is not a required field within the New Contact window, a contact must have an email address on record in order to be added as an email recipient. If an email address is not entered, the contact is not added to the email upon clicking  and a message appears to inform that a contact cannot be added without an email address.

• Once all information for the contact is complete, click .
• The contact is added to the "CC" recipient grid as well as the Contacts page in System Management.

To upload a document to an email:

• Click  or  within the Attachments grid.
• The Document Upload window appears. This window appears differently depending on the type of document being uploaded to the email. When  is clicked, the Document Upload window appears as follows:

When  is clicked, the Document Upload window appears as shown below:

• Within the Document Upload window, complete the following information:

  Field	Description
  Select document to upload	Click Browse... to open the Window Explorer and locate the document to attach to the email.
  Document Type	Select an option from the drop-down to identify the type of document being uploaded. This drop-down list includes the values configured for the DOCUMENT_TYPE lookup by the system administrator in System Management > Field Configurations.
  Select an account	If more than one account is associated with the workflow, identify the account to which the attachment is related. This drop-down includes all accounts selected for the workflow and only appears when uploading an account document.
  Enter a description	Enter a description of the document to provide additional information about the content and purpose of the attachment.

• When all information is complete, click  to upload the document to the Attachments grid.
• Once is clicked, a message appears to confirm that the document was uploaded successfully. Click OK to close the message and return to the Send Email workflow step. The document is added to the Attachments grid and is selected as an attachment for the email.

  Once a document is uploaded, it cannot be removed from the Attachments grid. If the document should not be included as an attachment on the email, de-select the check box next to the document name in the grid before proceeding with the workflow.

To view a document that was uploaded to the Attachments grid:

• Highlight the desired document within the grid and click .
• A prompt appears at the bottom of the screen to confirm if the document should be opened or saved to a new location.
• Click Open to view the document in a new window or click Save to download the document to the computer before opening.
• When finished, close the document to return to the Send Email workflow step.

When is clicked, the following window appears to make the necessary modifications:

Within the Edit window:

• The From, To, and CC fields are read-only and pre-populate with the email addresses assigned within the first screen of the workflow step.
• If desired, modify the text for the email Subject and/or Body.
• If not configured by the system administrator, enter text within the Header and/or Footer field.

When pre-configured, the Header and Footer fields are read-only and pre-populate with the text defined by the system administrator.

• When all modifications are complete, click to exit the Edit window and return to the Send Email Workflow step.