Add Your Own Attachments to Welcome Emails
Published: 13/12/2018
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We understand the importance of customisation and brand consistency. For this reason, we have added a new feature that allows you to create your own welcome emails when adding new users to your Timesheet Portal.
For recruitment accounts, you also have different attachments for each of your user types—contracts, client approvers, and internal administrators. You can use this information for your own purposes, such as a user guide or general information that you wish to distribute when you hire a new contractor.
If you have different types of users who will be using the platform, you will most likely need a variety of templates based on what they need to start off. Don’t worry, though. In the Timesheet Portal, you can either choose some of our built-in email templates or create a set of your own using our intuitive drag-and-drop email builder.
You may upload whatever type of file you wish; however, we recommend using PDF files, as they are the most widely accepted document type on almost any device or computer. To add your attachments, simply go to Settings -> Notifications and select User & Password Reset. Please note that previously, the new user and password reset email templates were under the General sub-section in Notifications, but they have been moved into their own section. Edit your template using the edit icon, and then click on the Upload Attachment button.
At Timesheet Portal, we are always looking for ways to give our clients as much value as we can. All of our updates and changes begin with you. Therefore, if you have any complaints, suggestions or would just like to provide feedback - we are waiting to hear from you.