Email template attachments

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Development Project Status: Completed

Total cost estimate (ex-Tax): 
$1250
Due date for completion of this stage: 
22/06/2022
Release: 
2.4
Current Percentage Funded: 
100.00%
Project funding: 

You can donate money to this project by entering the amount above and clicking the 'Add to cart' button. In the Checkout process you can either choose to pay now (via Bank Transfer, Cheque or Pay Pal) or you can pledge the amount by choosing the 'Pledge a payment for a Development Project' method. If you make a pledge, then when we have 100% funding commitments, you will be notified by email and you can then action your payment. Note that development will not commence until all funds are received.

Project description: 

Often, standard emails need to be sent out with documents attached, such as handouts or forms.
These are typically static documents that don't require any merging.
To do this in OpenVPMS currently requires attachments to be selected manually in the mail editor:

  • after turning the document into a Patient Form and adding it to the patient's history
  • by uploading an attachment

To automate the generation of emails with static document attachments, provide a facility to attach documents to Email Templates. Each document will be attached when the Email Template is used:

  • in the mail editor; or
  • to generate email reminders or statements

Configuration

An Attachments tab will be add to the Email Template editor that supports the addition of Document Templates of type:

  • Customer Attachment
  • Patient Attachment

These are new document types for static customer and patient handouts respectively.

Exclusions

  • Only static content will be supported
    There will be no provision for merging content.
  • Attached documents will not appear in patient history

Comments

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Re: Email template attachments

We are happy to fund this.

Re: Email template attachments

Also happy to contribute. Do we have an approximate hours?

Two suggestions:

1. Whilst the attachment is not stored, a list of attachments by name is included in the communication (not in the record).

2. When the Template is selected in the mail editor, attachments appear in the normal attachment area so they can be arbitarily removed if needed.

 

Re: Email template attachments

I have updated the project costsing based on 50% funded by OpenVPMS development levy funds and the remainder pledged. 

Please note that our development roadmap is full for the next 3 months so development of this could not start until, at the earliest , October 2022.

Re: Email template attachments

Hi,

Just following up on this. Is it still possible and would you have an updated time frame for completion. I need to update some documents and wondering if I need to work on an openOffice or PDF.

Re: Email template attachments

Hi Greta,

We have updated the project spec and we will fund this project 100%.  It will be included in our 2.4 release and will be developed in our next development sprint.  Expect available in the next few weeks. 

Tony

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