Inspection Type - Part 4: Email

Inspection Type - Part 4: Email

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate setting up the Email Section for an Inspection Type.

Related Articles

Video


Instructions

1. Click on Inspections.


Click on Inspections.



2. Click on Inspection Types.


Click on Inspection Types.



3. Click on EMAIL to set-up email options for the Inspection Type.


Click on EMAIL to set-up email options for the Inspection Type.



4. Fire Inspector Notifications - Toggle On/Off
  1. Toggle On/Off Email Notification when an inspection is automatically scheduled.
  2. Toggle On/Off Email Notification when an inspection is manually scheduled.




5. Email notification to Inspector:
  1. If no time is set, will schedule for entire day
  2. If time is set-will schedule for 1 hour
  3. Calendars available to schedule to:
    1. Apple Calendar
    2. Google Calendar
    3. Microsoft Calendar
    4. Microsoft 365 Calendar
    5. Mozilla Calendar
    6. Yahoo Calendar
  4. Select correct calendar (you must be signed in to it).
  5. System will put the inspection on the selected calendar.





6. Outgoing Email Address - Option 1: Use Default Email address (inspections@firstduesizeup.com).
  1. Emails will be sent from the specified email address. Replies to inspections@firstduesizeup.com are not monitored.





7. Outgoing Email Address - Option 2: To use specified agency email address as the sender, select Use specified agency email address.






8. Enter an agency email address, then select Verify.


Enter an agency email address, then select Verify.



9. Three sets of Tokens Names & Values will be generated.
  1. Please use this list to create CNAME records for each pair name & value on your email server. When Amazon SES detects that you've added these records to the DNS configuration for a domain, you can start sending emails from that domain.
  2. To create the CNAME records for DKIM authentication, use the following values:
    1. Name: <name provided>
    2. Type: CNAME
    3. Value: <value provided>





10. After the previous step has been completed, enter an agency email address and select Send Test Email.
  1. The domain of the entered email address has to match the one you entered in the specified agency email address field.
  2. Verify that the email was received to insure the agency specified email is the email sender.
After the previous step has been completed, enter an agency email address and select Send Test Email.


11. Use Custom Sender Name:
1 - No-Reply is default Custom Sender Name.
2 - Edit sender name to add before the email address




Example:






12. Default report send to options:
1 - Provide a CC option to send the report to the Inspector.
2 - Always CC the Inspector (Include CC Me option for Inspection Report has to be enabled).
3 - Enter email address to always send the report to specified recipients.






13. Enter desired message in the Message Body text box.


Enter desired message in the Message Body text box.



14. Formatting and Preview Options for the text box:






15. Click on Text Formatting options:
  1. Highlight the text and select the desired text formatting option.
  2. B = Bold
  3. I = Italicized
  4. H2 = Increase font size and Bold
  5. H3 = Increase font size and Bold





16. Quote Feature:
  1. Sets all of the text to the right, similar to pressing the "tab" key.





17. Generic List Demonstration:






18. Numbered List Demonstration:






19. Adding a web link demonstration.
  1. Enter text to display between the brackets.
  2. Enter the web address after (https:// and before the ).
  3. See example.

Adding a web link demonstration.



20. Click on Toggle Preview (Ctrl-P) to view the formatted text.


Click on Toggle Preview (Ctrl-P) to view the formatted text.



21. Click on Toggle Side by Side view.


Click on Toggle Side by Side view.


22. Side by Side view example.
  1. Note: In the Side by Side preview mode, you can make edits to your email message body text and see the results as you work.

Side by Side view example.



23. Click on Toggle Fullscreen to view in full screen.
  1. Note: You cannot edit the text when in Full Screen Mode.

Click on Toggle Fullscreen to view in full screen.



24. See the Inspection Type - Part 5: Billing Knowledge Base Article to continue your setup.


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