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Send preview by email

Send preview by email

Sourcing

This article only applies to Sourcing

In the preview and publish section of the request, you can send a pdf of the request for preview or to request comments.

  • Click "Send preview by email" and in the window that opens you can:

    • Select "Request comments" if you want comments from the recipient 

      • Set a comment deadline

    • "Recipients": enter or copy/paste email addresses separated by line breaks here 

    • "Sender's name": enter here the name you want to appear as the sender of the email 

    • "Message heading": enter here the text you want to appear as the subject of the email 

    • "Message": enter the actual message/text of the e-mail here, you can edit the default text 

  • The request, together with the attachments and links, will be sent to the recipient(s) of the preview as an attachment to the e-mail message.  

  • Request for comment

    • If the box marked “Request comments” is marked, an email message containing a link to the commenting interface is sent to the recipient

    • By clicking the link that is sent, the recipient can go to the commenting interface and send comments regarding the request

    • Recipients must enter their comments by the set deadline 

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Viewing comments

  • When the commenter sends comments on the request, the individual specified as the request's contact person receives a notification in their email. The notification will also contain the comment itself

  • When comments have arrived, a new link "Comments received" will appear below the "Send preview by email" link on the preview and publish tab of the request

    • Click this link to view all comments