Email notifications reference
Contact management
| Description | Email template | Trigger type | Trigger event/action | Upload category |
|---|---|---|---|---|
| Insurance expiration | InsuranceExpiration.html | Manual | The user selects Actions > Send Insurance Expiration Notice on the Company Profile page. | Company - Insurance Expiration Notice |
| License expiration | LicenseExpiration.html | Manual | The user selects Actions > Send License Expiration Notice on the Company Profile page. | Company - License Expiration Notice |
Drawings, specs, and invitations to bid (ITB)
| Description | Email template | Trigger type | Trigger event/action | Upload category |
|---|---|---|---|---|
| Send invitation to bid (ITB) | ITB.html | Manual | The user selects Send Invitation on the Vendors tab of an ITB. | Invitation To Bid (ITB) |
Estimating
| Description | Email template | Trigger type | Trigger event/action | Upload category |
|---|---|---|---|---|
| Send invitation for a request for pricing (RFP) package | RFP_Estimate_Invite.html | Manual | The user selects Send Invite in a request for pricing (RFP) package on an estimate's Bid Management tab. | RFP Package (Estimating) - Invitation |
| Send estimate proposal | Estimate.html | Manual | The user selects Print Proposal > Email DOC (Word 2003)/PDF (Adobe Acrobat) on the Estimate Summary/Reports tab of an estimate. | Estimate Proposal |
| Send estimate proposal using e-Sign | estimate_esign.html | Manual | The user initiates the e‑Sign process for an estimate proposal by selecting the E‑Sign option in the Linked Files section of the Estimate Property Details page. |
Contract administration
| Description | Email template | Trigger type | Trigger event/action | Upload category |
|---|---|---|---|---|
| Send prime contract | PrimeContract.html | Manual | The user selects Reports > Prime Contract Details > Email DOC (Word 2003)/PDF (Adobe Acrobat) on the Prime Contract Information page. | Prime Contract |
| Send prime contract using e-Sign | primecontract_esign.html | Manual | The user initiates the e‑Sign process for a prime contract by selecting the E‑Sign option in the Linked Files section of the Prime Contract Information page. | |
| Send prime invoice | PrimeInvoice.html | Manual | The user selects Reports > Prime Invoice Details/Lien Waiver > Email DOC (Word 2003)/PDF (Adobe Acrobat) on the Prime Invoice Information page. | Prime Invoice |
| Send prime invoice using e-Sign | primeinvoice_esign.html | Manual | The user initiates the e‑Sign process for a prime contract invoice by selecting the E‑Sign option in the Linked Files section of the Prime Contract Invoice Information page. | |
| Send allowance package | AllowancePackage_OwnerSelectionsRequest.html | Manual | The user selects Actions > Send Allowance package on the Allowance Package Information page. | Allowance |
| Send allowance package message | AllowanceMessage.html | Manual | The user selects Add > Save & Notify in the Allowance Messages section on the Allowance Package Information page. | |
| Send change proposal request (CPR) | CPR.html | Manual | The user selects Reports > CPR Proposal > Email DOC (Word 2003)/PDF (Adobe Acrobat) on the Change Proposal Request (CPR) Information page. | Change Proposal Request (CPR) |
| Send CPR using e-Sign | cpr_esign.html | Manual | The user initiates the e‑Sign process for a CPR by selecting the E‑Sign option in the Linked Files section of the Change Proposal Request (CPR) Information page. | Change Proposal Request (CPR) - eSignature |
| Send CPR vendor pricing request | CPR_VendorPricingRequest.html | Manual | The user selects Actions > Send Pricing Request on the CPR Information page. | Change Proposal Request (CPR) Vendor Pricing Request |
| Send change order (CO) | CO.html | Manual | The user selects Reports > CO proposal > Email DOC (Word 2003)/PDF (Adobe Acrobat) on the Change Order (CO) Information page. | Change Order (CO) |
| Send CO using e-Sign | co_esign.html | Manual | The user initiates the e‑Sign process for a CO by selecting the E‑Sign option in the Linked Files section of the Change Order (CO) Information page. |
Procurement
| Description | Email template | Trigger type | Trigger event/action | Upload category |
|---|---|---|---|---|
| Send invitation for a request for pricing (RFP) package | RFP_Procurement_Invite.html | Manual | The user selects Send Invite on the Request For Pricing (RFP) Package page. | RFP Package (Procurement) - Invitation |
| Send purchase order (PO) | PO.html | Manual | The user selects Reports > PO Details > Email DOC (Word 2003)/PDF (Adobe Acrobat) on the PO Information page. | PO |
| Send PO using e-Sign | po_esign.html | Manual | The user initiates the e‑Sign process for a purchase order by selecting the E‑Sign option in the Linked Files section of the PO Information page. | |
| Send subcontract | Subcontract.html | Manual | The user selects Reports > Subcontract Details > Email DOC (Word 2003)/PDF (Adobe Acrobat) on the Subcontract Information page. | Subcontract |
| Send subcontract using e-Sign | subcontract_esign.html | Manual | The user initiates the e‑Sign process for a subcontract by selecting the E‑Sign option in the Linked Files section of the Subcontract Information page. | |
| Send subcontract change order (SCO) | SCO.html | Manual | The user selects Reports > SCO Details > Email DOC (Word 2003)/PDF (Adobe Acrobat) on the SCO Information page. | Subcontract Change Order (SCO) |
| Send SCO using e-Sign | sco_esign.html | Manual | The user initiates the e‑Sign process for a subcontract change order by selecting the E‑Sign option in the Linked Files section of the Subcontract Change Order (SCO) Information page. | |
| Send sub invoice | SubInvoice.html | Manual | The user selects Reports > Sub Invoice Details/Lien Waiver > Email DOC (Word 2003)/PDF (Adobe Acrobat) on the Sub Invoice Information page. | Subcontract Invoice |
| Send sub invoice using e-Sign | subinvoice_esign.html | Manual | The user initiates the e‑Sign process for a subcontract invoice by selecting the E‑Sign option in the Linked Files section of the Sub Invoice Information page. | |
| Send bill using e-Sign | bill_esign.html | Manual | The user initiates the e‑Sign process for a bill by selecting the E‑Sign option in the Linked Files section of the Bill Information page. |
Correspondence
| Description | Email template | Trigger type | Trigger event/action | Upload category |
|---|---|---|---|---|
| Send issue | Issues.html | Manual | The user selects Actions > Send Issue on the Issue Details page. | Issues |
| Send journal | Journal.html | Manual | The user selects Actions > Send Journal on the Journal Details page. | Journal |
| Send request for information (RFI) to originator | RFI_ToOriginator_Responses.html | Manual | The user selects Actions > Send RFI To Originator on the RFI Details page. | Request For Information (RFI) - To Originator - Responses |
| Send RFI to respondents | RFI_ToRespondent_ResponseRequest.html | Manual | The user selects Actions > Send RFI To Respondents on the RFI Details page. | Request For Information (RFI) - To Respondent - Response Request |
| Send submittal to originator | Submittal_ToOriginator_ItemsRequest.html | Manual | The user selects Actions > Send Submittal Request To Originator on the Submittal Details page. | Submittal - To Originator - Items Request |
| Send submittal responses to originator | Submittal_ToOriginator_Responses.html | Manual | The user selects Actions > Send Responses To Originator on the Submittal Details page. | Submittal - To Originator - Responses |
| Send submittal to respondents | submittal_torespondent_responserequest.html | Manual | The user selects Actions > Send Submittal To Respondents on the Submittal Details page. | Submittal - To Respondent - Response Request |
| Send transmittal | Transmittal.html | Manual | The user selects Actions > Send Transmittal on the Transmittal Details page. | Transmittal |
Documentation
| Description | Email template | Trigger type | Trigger event/action | Upload category |
|---|---|---|---|---|
| Send meeting invitation | MeetingInvite.html | Manual | The user selects Actions > Send Invitation on the Meeting Details page. | Meeting Invitation |
| Send meeting minutes | Meeting.html | Manual | The user selects Actions > Send Meeting Minutes on the Meeting Details page. | Meeting Minutes |
| Send work order for review | WorkOrderDescription.html | Manual | The user selects Actions > Send Work Order for Review > Default or Actions > Send Work Order to Issued > Default on the Work Order Details page. | Work Order |
| Send work order with actual totals for review | WorkOrderAct.html | Manual | The user selects Actions > Send Work Order for Review > Default with Actual Totals or Actions > Send Work Order to Issued > Default with Actual Totals on the Work Order Details page. | Work Order |
| Send work order with estimated totals for review | WorkOrderEst.html | Manual | The user selects Actions > Send Work Order for Review > Default with Estimated Totals or Actions > Send Work Order to Issued > Default with Estimated Totals on the Work Order Details page. | Work Order |
| Send daily log | DailyLog.html | Manual | The user selects Reports > Daily Log Details > Email DOC (Word 2003)/PDF (Adobe Acrobat) on the Daily Logs Details page. | Daily Logs |
Quality control (QC) and safety
| Description | Email template | Trigger type | Trigger event/action | Upload category |
|---|---|---|---|---|
| Send comply notice | ComplyNotice.html | Manual | The user selects Actions > Send Notice on the Comply Notice Details page. | Comply Notice |
| Send punchlist open items to the responsible companies | PunchlistResponsible.html | Manual | The user selects Actions > Email Responsible Companies on the Punchlist Items page. | Punchlist Open Items |
Scheduling
| Description | Email template | Trigger type | Trigger event/action | Upload category |
|---|---|---|---|---|
| Send task assignments | TaskAssignment.html | Manual | The user selects Email Assignments on the schedule page. | Assigned Tasks |
TeamLink portal
| Description | Email template | Trigger type | Trigger event/action | Upload category |
|---|---|---|---|---|
| Send TeamLink invitation | TeamLink.html | Manual | The user selects Actions > Send TeamLink Invitation on the Project Directory page. | TeamLink Invitation Template |
| Create bill through TeamLink | Bill_TeamLink.html | Automatic | The user creates a bill through the TeamLink portal. | |
| Select allowance package option | Allowance_TeamLink.html | Automatic | The user selects an option for an allowance package through the TeamLink portal. | |
| Send a private message to an ITB | ITB_PrivateMessage.html | Automatic | The user sends a private message for an ITB through the TeamLink portal. | |
| Send a private message to an RFP in the estimating module | RFP_Estimate_PrivateMessage.html | Automatic | The user sends a private message for an RFP through the TeamLink portal. | |
| Send a private message to an RFP in the procurement module | RFP_Procurement_PrivateMessage.html | Automatic | The user sends a private message for an RFP through the TeamLink portal. | |
| Upload file in the profile page | FileUploadCertificate_TeamLink.html | Automatic | The user updates the company's license or insurance information in the TeamLink portal. | |
| Update license or insurance information in the profile page | ProfileUpdate_TeamLink.html | Automatic | The user updates the license or insurance information through the TeamLink portal. | |
| Reset password | TeamlinkUserPasswordReset.html | Manual | The user selects the Reset Password link on the TeamLink portal login page. | |
| Receive email verification code | TeamlinkUserRandomDigitValidate.html | Automatic | The user has enabled multi-factor authentication for their TeamLink portal account and attempts to log in. |
Other
| Description | Email template | Trigger type | Trigger event/action | Upload category |
|---|---|---|---|---|
| Receive email validation code | EmailCode.html | Manual | The user enables multi-factor authentication in Settings > Company Settings > Users > User Details and selects Validate multi-factor authentication for Email in the Login with external provider (SSO or MFA) section. | |
| Receive email verification code | CoreconRandomDigitValidate.html | Automatic | The user has enabled multi-factor authentication for their account and attempts to log in to Sage Construction Management. | |
| Add administrator to Sage Construction Management | sicmprovisioning.html | Automatic | The Administrator is added to SCM after successful provision. | |
| Add new Sage Construction Management user | UserInvitation.html | Automatic | A new user is added in Sage Construction Management. | |
| Reset Sage Construction Management password | UserPasswordReset.html | Manual | The user selects the Forgot Password? link on the Sage Construction Management login page. | |
| Abandon contract administration or procurement workflow | WorkFlowAbandonNotification.html | Automatic | The contract admin and procurement workflow is enabled, the Receive Notifications for Actions Performed option is selected in Settings > Workflow > Contract Admin & Procurement, and the user abandons the workflow. | |
| Initiate contract administration or procurement workflow | WorkFlowNotification.html | Automatic | The contract admin and procurement workflow is enabled and the Initiate Workflow is selected in the Work Flow section of a transaction. | |
| Send open items to external team members | Manual | The user goes to the Team Open Items of a project or lead and selects the company and contact from the list. |