<?xml version="1.0" encoding="UTF-8" ?>
<?xml-stylesheet type="text/xsl" href="https://uat.community.rws.com/cfs-file/__key/system/syndication/rss.xsl" media="screen"?><rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/"><channel><title>Composing messages</title><link>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4912/composing-messages</link><description /><dc:language>en-US</dc:language><generator>Telligent Community 12 Non-Production</generator><item><title>Composing messages</title><link>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4912/composing-messages</link><pubDate>Thu, 19 Oct 2023 12:21:56 GMT</pubDate><guid isPermaLink="false">10acfa76-f078-475b-a7ef-fc5b3e8d2934:5099b6c7-9b52-480e-a173-a8937ac534f4</guid><dc:creator>Eugene Kuchynski</dc:creator><comments>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4912/composing-messages#comments</comments><description>Current Revision posted to Wiki by Eugene Kuchynski on 10/19/2023 12:21:56 PM&lt;br /&gt;
&lt;h1&gt;Creating messages&lt;/h1&gt;
&lt;p&gt;Try to send test message. Click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Mail sender&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;from the quick access menu&lt;span&gt;:&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167625145v1.png" /&gt;&lt;/p&gt;
&lt;p&gt;Click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;New&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;to create a new message. Message composing window appears:&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167639160v2.png" /&gt;&lt;/p&gt;
&lt;p&gt;At the top you select&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;E-mail account&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;to use to send a message (default e-mail account automatically selected for new messages).&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Date&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;represents a moment of a message creation. It is assigned automatically, but you can change it when needed.&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Message sent&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;selector shows sending status of the message. After sending, it will be automatically changed to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sent&lt;/em&gt;.&lt;/p&gt;
&lt;p&gt;In the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Subject&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;field you specify conventional message subject.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Request read notification&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;flag allows to add&amp;nbsp;read confirmation to a message.&amp;nbsp;However, not all e-mail clients support this feature. In addition, message recipient can deny sending confirmation, so it may happen that you would not get it anyway. More to say, including of read notification request into your message may be negatively perceived by a recipient, as it does not seem to be a good tone in mail conversations.&lt;/p&gt;
&lt;p&gt;The rest of space is occupied by the message editor. Formatting toolbar contains a set of buttons provided by any modern text editor.&lt;/p&gt;
&lt;p&gt;&lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&amp;nbsp;&lt;/span&gt;has extensive mechanism of message templates and variables.&amp;nbsp;To apply one of message templates, click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Apply template text&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;on the toolbar and select a template.&lt;/p&gt;
&lt;p&gt;To create a new template, go to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Reference data &amp;gt; Message templates&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;and create a new template.&lt;/p&gt;
&lt;h1 class="name"&gt;Variables&lt;/h1&gt;
&lt;p&gt;When you create a new mail message or message template, you can use variables in a message text and subject line.&lt;/p&gt;
&lt;p&gt;To insert variable, use&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Insert variable&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;button on the toolbar above message editor:&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167657663v3.png" /&gt;&lt;/p&gt;
&lt;p&gt;Then select desired variable from the drop-down list. Recipient first and last names are common variables. Other groups contain variables specific for a corresponding documents, which are used depending on a current task. For example, if you create a message or a template for purchase orders or translation offers, use variables from the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Translation assignment&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;group.&lt;/p&gt;
&lt;p&gt;Here is the list of the currently supported variables:&lt;/p&gt;
&lt;table class="plainColor" border="1" cellpadding="0" cellspacing="0"&gt;
&lt;tbody&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;&lt;span class="size"&gt;&lt;b&gt;Section&lt;br /&gt;&lt;/b&gt;&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;&lt;span class="size"&gt;&lt;b&gt;Variables&lt;/b&gt;&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Recipient&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Recipient first name&lt;/div&gt;
&lt;div&gt;Recipient last name&lt;/div&gt;
&lt;div&gt;Recipient title&lt;/div&gt;
&lt;div&gt;Login to web-portal&lt;/div&gt;
&lt;div&gt;&lt;span&gt;RecipientPassword&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Invoice&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Number&lt;/div&gt;
&lt;div&gt;Date&lt;/div&gt;
&lt;div&gt;Term&lt;/div&gt;
&lt;div&gt;Full amount&lt;/div&gt;
&lt;div&gt;Due amount&lt;/div&gt;
&lt;div&gt;Currency name&lt;/div&gt;
&lt;div&gt;Currency symbol&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Translation job&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Number&lt;/div&gt;
&lt;div&gt;Date&lt;/div&gt;
&lt;div&gt;Deadline&lt;/div&gt;
&lt;div&gt;PO number&lt;/div&gt;
&lt;div&gt;Job name&lt;/div&gt;
&lt;div&gt;Weighted volume&lt;/div&gt;
&lt;div&gt;Specialization&lt;/div&gt;
&lt;div&gt;Amount&lt;/div&gt;
&lt;div&gt;Currency&lt;/div&gt;
&lt;div&gt;Language pair&lt;/div&gt;
&lt;div&gt;Services (list of comma-separated services from the Job tasks table)&lt;/div&gt;
&lt;div&gt;Instructions (support formatting)&lt;/div&gt;
&lt;div&gt;Customer name&lt;/div&gt;
&lt;div&gt;&lt;span&gt;JobURL&amp;nbsp;(requires to fill Web-app option in the application settings)&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;RequiredSoftware (list of comma-separate names of software required to be used)&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;JobLanguagePairCode (language pair ISO codes)&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Translation project&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;ProjectNumber&lt;br /&gt;ProjectDate&lt;br /&gt;ProjectTerm&lt;br /&gt;ProjectCustomer&lt;br /&gt;ProjectCustomerContact&lt;br /&gt;ProjectName&lt;br /&gt;ProjectSpecialization&lt;br /&gt;ProjectPO&lt;br /&gt;ProjectSourceLanguage&lt;/div&gt;
&lt;div&gt;ProjectSourceLanguageCode&lt;br /&gt;ProjectTargetLanguages (list of comma separated names of target languages)&lt;/div&gt;
&lt;div&gt;ProjectTargetLanguageCodes&amp;nbsp;(list of comma separated codes of target languages)&lt;br /&gt;ProjectTotalAmount&lt;br /&gt;ProjectTotalAmountCurrency&lt;br /&gt;ProjectAverageVolume&lt;/div&gt;
&lt;div&gt;&lt;span&gt;ProjectURL (requires to fill Web-app option in the application settings)&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;RequiredSoftware (list of comma-separate names of software required to be used)&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;ProjectLanguagePairCodes (space-separated list of language pars ISO codes)&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Translation assignment&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Number&lt;/div&gt;
&lt;div&gt;Date&lt;/div&gt;
&lt;div&gt;Deadline&lt;/div&gt;
&lt;div&gt;Deadline in local vendor&amp;#39;s time zone&lt;/div&gt;
&lt;div&gt;PO number&lt;/div&gt;
&lt;div&gt;Job name&lt;/div&gt;
&lt;div&gt;Weighted volume&lt;/div&gt;
&lt;div&gt;Specialization&lt;/div&gt;
&lt;div&gt;Language pair&lt;/div&gt;
&lt;div&gt;Services (list of comma-separated services from the Job tasks table)&lt;/div&gt;
&lt;div&gt;Amount&lt;/div&gt;
&lt;div&gt;Amount offered to a vendor&lt;/div&gt;
&lt;div&gt;Currency&lt;/div&gt;
&lt;div&gt;Instructions (support formatting)&lt;/div&gt;
&lt;div&gt;URL-address (allows to insert a link to a web-page with details/files of an assignment; requires active subscription to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&amp;nbsp;Team Online&amp;nbsp;&lt;/span&gt;version; web-portal address must be specified in the application Settings, in the Web-app URL field)&lt;/div&gt;
&lt;div&gt;&lt;span&gt;AssignmentVendorPickNotes&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;AssignmentNotesFromVendor&lt;br /&gt;&lt;/span&gt;&lt;span&gt;AssignmentVendor&lt;br /&gt;AssignmentStatus&lt;br /&gt;RequiredSoftware (list of comma-separate names of software required to be used)&lt;br /&gt;AssignmentLanguagePairCode (language pair ISO codes)&lt;br /&gt;&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Quote&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;QuoteDate&lt;/div&gt;
&lt;div&gt;QuoteDueDate&lt;/div&gt;
&lt;div&gt;QuoteDeliveryTerms&lt;/div&gt;
&lt;div&gt;QuoteJobName&lt;/div&gt;
&lt;div&gt;QuoteAmount&lt;/div&gt;
&lt;div&gt;QuoteCurrency&lt;/div&gt;
&lt;div&gt;QuotePaymentPolicy&lt;/div&gt;
&lt;div&gt;QuoteItemsInfo&lt;/div&gt;
&lt;div&gt;QuoteCreatedBy&lt;/div&gt;
&lt;div&gt;QuoteDocumentNumber&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteURL&amp;nbsp;(requires to fill Web-app option in the application settings)&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteLastMessageFromCustomer&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;RequiredSoftware (list of comma-separate names of software required to be used)&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteLanguagePairCodes (space-separated list of language pars ISO codes)&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Vendor quote&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorNumber&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorDate&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorDeadline&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorSourceLanguageName&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorSourceLanguageCode&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorTargetLanguageNames&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorTargetLanguageCodes&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorSpecialization&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorJobName&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorAverageVolume&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorServices&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorVendor&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorAmount&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorCurrency&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorNotes&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorAcceptanceNotes&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorURL&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;User&amp;#39;s data&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;First name&lt;/div&gt;
&lt;div&gt;Last name&lt;/div&gt;
&lt;div&gt;Company name&lt;/div&gt;
&lt;div&gt;Address&lt;/div&gt;
&lt;div&gt;E-mail&lt;/div&gt;
&lt;div&gt;Phone&lt;/div&gt;
&lt;div&gt;Web-page&lt;/div&gt;
&lt;div&gt;Web-portal&lt;/div&gt;
&lt;div&gt;Skype&lt;/div&gt;
&lt;div&gt;ProZ profile&lt;/div&gt;
&lt;div&gt;Twitter profile&lt;/div&gt;
&lt;div&gt;Facebook profile&lt;/div&gt;
&lt;div&gt;LinkedIn profile&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Customer&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;CustomerName&lt;br /&gt;CustomerCode&lt;br /&gt;CustomerVAT&lt;br /&gt;CustomerAddress&lt;br /&gt;CustomerCountry&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Incoming invoice&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;InvoiceInNumber&lt;br /&gt;InvoiceInDate&lt;br /&gt;InvoiceInTerm&lt;br /&gt;InvoiceInAmount&lt;br /&gt;InvoiceInNumberOfAssignments&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Test piece&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;TestPieceName&lt;br /&gt;TestPieceLanguage&lt;br /&gt;TestPieceSpecialization&lt;br /&gt;TestPieceSourceText&lt;br /&gt;TestPieceTargetText&lt;br /&gt;TestPieceComments&lt;br /&gt;TestPieceScore&lt;br /&gt;TestPieceReferenceNumber&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Sender&amp;#39;s data (user or responsible person)&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;First name&lt;/div&gt;
&lt;div&gt;Last name&lt;/div&gt;
&lt;div&gt;E-mail&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;No category&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;List of attached files&lt;/div&gt;
&lt;div&gt;Links to files uploaded to a cloud - if auto-auploading feature is used, this variable will be replaced by links to files&lt;/div&gt;
&lt;div&gt;AdditionalText - this variable is used in one case - when you send single confirmation message to multiple vendors working in different language pairs; this variable is replaced by a list of vendors, languages, services&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;/tbody&gt;
&lt;/table&gt;
&lt;h1 class="name"&gt;Recipients&lt;/h1&gt;
&lt;p&gt;Here you specify message recipients.&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167680208v4.png" /&gt;&lt;/p&gt;
&lt;p&gt;E-mail message will be sent as many times as a number of recipients. This allows to use variables in the message text. In the example image shown above,&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;{RecipientFirstName}&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;variable will be replaced by&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sam&lt;/em&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;in the first message, and by&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Barbara&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/em&gt;in the second.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;CC&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;and&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;BCC&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;fields allows to send message copies to the specified addresses.&lt;/p&gt;
&lt;p&gt;To add recipients faster, you may use&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Add recipient from vendor list&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;and&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Add recipient from client contract list&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;buttons on the toolbar. These buttons open list of vendors and list of customer contacts, correspondingly. To quickly find necessary contacts in these lists, you may use default filtering and searching functionality. Select one or multiple contacts and click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;OK&lt;/strong&gt;. Selected contacts will be added to the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Recipients&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;list.&lt;/p&gt;
&lt;h1&gt;Files&lt;/h1&gt;
&lt;p&gt;This tab contains default file editor where you can attach files by dragging them to the editor or by adding files from cloud drives. When a message is created automatically from a job or assignment, files could be added from those entities. See&lt;span&gt; &lt;a href="/product-groups/translationproductivity/business-manager/w/wiki/4909/file-manager"&gt;File manager&lt;/a&gt;&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;article for details.&lt;/p&gt;
&lt;h1 class="name"&gt;Linked documents&lt;/h1&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1612522548228v5.png" /&gt;&lt;/p&gt;
&lt;p&gt;&lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&amp;nbsp;&lt;/span&gt;allows to send invoices, payment reminders, job offers, purchase orders, etc.&lt;/p&gt;
&lt;p&gt;In junction with message templates and support of variables, it is possible to include dynamic data in the message text, which will be replaced by actual data from a linked document. When you send purchase order, this data must come from a corresponding translation assignment. When you send payment reminder - data are gathered from unpaid invoice. On the Linked documents tab you specify base documents (invoice, job, assignment) to get data for variables. In most cases, necessary document will be pre-filled. For example, in the invoice print preview window there is a&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Send invoice via&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/strong&gt;&lt;span&gt;&lt;strong&gt;Business Manager&lt;/strong&gt;&amp;nbsp;&lt;/span&gt;button - when this button is pressed, a new e-mail message window opens with the corresponding invoice selected. Or, if you send a job offer from a translation assignment, corresponding document will also be pre-selected.&lt;/p&gt;
&lt;div style="background-color:#fced9e;border-left:15px solid #F2DB68;border-right:3px solid #F2DB68;margin-bottom:15px;margin-top:15px;padding:10px;"&gt;Note: When you have variables in the message text, check that corresponding document is selected on the Linked documents tab before sending a message. Otherwise, that variables would not be replaced by actual text.&lt;/div&gt;
&lt;h1 class="name"&gt;Message previewing&lt;/h1&gt;
&lt;div class="content"&gt;
&lt;p&gt;To see how used variables work, you can preview a message by selecting&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Preview&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/strong&gt;button on the ribbon. A popup window will be shown with generated message for each recipient where all variables are replaced by their actual values.&lt;/p&gt;
&lt;p&gt;Scroll this window to view all messages and confirm that they look as expected.&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1612522891090v6.png" /&gt;&lt;/p&gt;
&lt;h1 class="name"&gt;Message sending&lt;/h1&gt;
&lt;div class="content"&gt;
&lt;p&gt;To send prepared message, click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Send&amp;nbsp;&lt;/strong&gt;button. If a message is not saved, it will be saved automatically.&lt;/p&gt;
&lt;p&gt;&lt;span&gt;You can also send messages from the message list. Here you can select multiple messages and send them in a batch. After few seconds, you will see a window with the operation results. If there is any error.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;After successful sending, message status will be changed to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sent.&lt;/em&gt;&lt;/p&gt;
&lt;div class="content"&gt;
&lt;p&gt;If any invoice is selected in the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Linked documents&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;tab, then status of this invoice will be changed to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sent&lt;/em&gt;.&lt;/p&gt;
&lt;/div&gt;
&lt;/div&gt;
&lt;/div&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;

&lt;div style="font-size: 90%;"&gt;Tags: mail, mail sender, email&lt;/div&gt;
</description></item><item><title>Composing messages</title><link>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4912/composing-messages/revision/6</link><pubDate>Thu, 04 Nov 2021 11:12:00 GMT</pubDate><guid isPermaLink="false">10acfa76-f078-475b-a7ef-fc5b3e8d2934:5099b6c7-9b52-480e-a173-a8937ac534f4</guid><dc:creator>Eugene Kuchynski</dc:creator><comments>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4912/composing-messages#comments</comments><description>Revision 6 posted to Wiki by Eugene Kuchynski on 11/4/2021 11:12:00 AM&lt;br /&gt;
&lt;h1&gt;Creating messages&lt;/h1&gt;
&lt;p&gt;Try to send test message. Click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Mail sender&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;from the quick access menu&lt;span&gt;:&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167625145v1.png" /&gt;&lt;/p&gt;
&lt;p&gt;Click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;New&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;to create a new message. Message composing window appears:&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167639160v2.png" /&gt;&lt;/p&gt;
&lt;p&gt;At the top you select&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;E-mail account&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;to use to send a message (default e-mail account automatically selected for new messages).&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Date&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;represents a moment of a message creation. It is assigned automatically, but you can change it when needed.&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Message sent&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;selector shows sending status of the message. After sending, it will be automatically changed to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sent&lt;/em&gt;.&lt;/p&gt;
&lt;p&gt;In the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Subject&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;field you specify conventional message subject.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Request read notification&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;flag allows to add&amp;nbsp;read confirmation to a message.&amp;nbsp;However, not all e-mail clients support this feature. In addition, message recipient can deny sending confirmation, so it may happen that you would not get it anyway. More to say, including of read notification request into your message may be negatively perceived by a recipient, as it does not seem to be a good tone in mail conversations.&lt;/p&gt;
&lt;p&gt;The rest of space is occupied by the message editor. Formatting toolbar contains a set of buttons provided by any modern text editor.&lt;/p&gt;
&lt;p&gt;&lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&amp;nbsp;&lt;/span&gt;has extensive mechanism of message templates and variables.&amp;nbsp;To apply one of message templates, click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Apply template text&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;on the toolbar and select a template.&lt;/p&gt;
&lt;p&gt;To create a new template, go to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Reference data &amp;gt; Message templates&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;and create a new template.&lt;/p&gt;
&lt;h1 class="name"&gt;Variables&lt;/h1&gt;
&lt;p&gt;When you create a new mail message or message template, you can use variables in a message text and subject line.&lt;/p&gt;
&lt;p&gt;To insert variable, use&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Insert variable&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;button on the toolbar above message editor:&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167657663v3.png" /&gt;&lt;/p&gt;
&lt;p&gt;Then select desired variable from the drop-down list. Recipient first and last names are common variables. Other groups contain variables specific for a corresponding documents, which are used depending on a current task. For example, if you create a message or a template for purchase orders or translation offers, use variables from the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Translation assignment&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;group.&lt;/p&gt;
&lt;p&gt;Here is the list of the currently supported variables:&lt;/p&gt;
&lt;table class="plainColor" border="1" cellpadding="0" cellspacing="0"&gt;
&lt;tbody&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;&lt;span class="size"&gt;&lt;b&gt;Section&lt;br /&gt;&lt;/b&gt;&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;&lt;span class="size"&gt;&lt;b&gt;Variables&lt;/b&gt;&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Recipient&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Recipient first name&lt;/div&gt;
&lt;div&gt;Recipient last name&lt;/div&gt;
&lt;div&gt;Recipient title&lt;/div&gt;
&lt;div&gt;Login to web-portal&lt;/div&gt;
&lt;div&gt;&lt;span&gt;RecipientPassword&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Invoice&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Number&lt;/div&gt;
&lt;div&gt;Date&lt;/div&gt;
&lt;div&gt;Term&lt;/div&gt;
&lt;div&gt;Full amount&lt;/div&gt;
&lt;div&gt;Due amount&lt;/div&gt;
&lt;div&gt;Currency name&lt;/div&gt;
&lt;div&gt;Currency symbol&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Translation job&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Number&lt;/div&gt;
&lt;div&gt;Date&lt;/div&gt;
&lt;div&gt;Deadline&lt;/div&gt;
&lt;div&gt;PO number&lt;/div&gt;
&lt;div&gt;Job name&lt;/div&gt;
&lt;div&gt;Weighted volume&lt;/div&gt;
&lt;div&gt;Specialization&lt;/div&gt;
&lt;div&gt;Amount&lt;/div&gt;
&lt;div&gt;Currency&lt;/div&gt;
&lt;div&gt;Language pair&lt;/div&gt;
&lt;div&gt;Services (list of comma-separated services from the Job tasks table)&lt;/div&gt;
&lt;div&gt;Instructions (support formatting)&lt;/div&gt;
&lt;div&gt;Customer name&lt;/div&gt;
&lt;div&gt;&lt;span&gt;JobURL&amp;nbsp;(requires to fill Web-app option in the application settings)&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;RequiredSoftware (list of comma-separate names of software required to be used)&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Translation project&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;ProjectNumber&lt;br /&gt;ProjectDate&lt;br /&gt;ProjectTerm&lt;br /&gt;ProjectCustomer&lt;br /&gt;ProjectCustomerContact&lt;br /&gt;ProjectName&lt;br /&gt;ProjectSpecialization&lt;br /&gt;ProjectPO&lt;br /&gt;ProjectSourceLanguage&lt;/div&gt;
&lt;div&gt;ProjectSourceLanguageCode&lt;br /&gt;ProjectTargetLanguages (list of comma separated names of target languages)&lt;/div&gt;
&lt;div&gt;ProjectTargetLanguageCodes&amp;nbsp;(list of comma separated codes of target languages)&lt;br /&gt;ProjectTotalAmount&lt;br /&gt;ProjectTotalAmountCurrency&lt;br /&gt;ProjectAverageVolume&lt;/div&gt;
&lt;div&gt;&lt;span&gt;ProjectURL (requires to fill Web-app option in the application settings)&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;RequiredSoftware (list of comma-separate names of software required to be used)&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Translation assignment&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Number&lt;/div&gt;
&lt;div&gt;Date&lt;/div&gt;
&lt;div&gt;Deadline&lt;/div&gt;
&lt;div&gt;Deadline in local vendor&amp;#39;s time zone&lt;/div&gt;
&lt;div&gt;PO number&lt;/div&gt;
&lt;div&gt;Job name&lt;/div&gt;
&lt;div&gt;Weighted volume&lt;/div&gt;
&lt;div&gt;Specialization&lt;/div&gt;
&lt;div&gt;Language pair&lt;/div&gt;
&lt;div&gt;Services (list of comma-separated services from the Job tasks table)&lt;/div&gt;
&lt;div&gt;Amount&lt;/div&gt;
&lt;div&gt;Amount offered to a vendor&lt;/div&gt;
&lt;div&gt;Currency&lt;/div&gt;
&lt;div&gt;Instructions (support formatting)&lt;/div&gt;
&lt;div&gt;URL-address (allows to insert a link to a web-page with details/files of an assignment; requires active subscription to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&amp;nbsp;Team Online&amp;nbsp;&lt;/span&gt;version; web-portal address must be specified in the application Settings, in the Web-app URL field)&lt;/div&gt;
&lt;div&gt;&lt;span&gt;AssignmentVendorPickNotes&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;AssignmentNotesFromVendor&lt;br /&gt;&lt;/span&gt;&lt;span&gt;AssignmentVendor&lt;br /&gt;AssignmentStatus&lt;br /&gt;RequiredSoftware (list of comma-separate names of software required to be used)&lt;br /&gt;&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Quote&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;QuoteDate&lt;/div&gt;
&lt;div&gt;QuoteDueDate&lt;/div&gt;
&lt;div&gt;QuoteDeliveryTerms&lt;/div&gt;
&lt;div&gt;QuoteJobName&lt;/div&gt;
&lt;div&gt;QuoteAmount&lt;/div&gt;
&lt;div&gt;QuoteCurrency&lt;/div&gt;
&lt;div&gt;QuotePaymentPolicy&lt;/div&gt;
&lt;div&gt;QuoteItemsInfo&lt;/div&gt;
&lt;div&gt;QuoteCreatedBy&lt;/div&gt;
&lt;div&gt;QuoteDocumentNumber&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteURL&amp;nbsp;(requires to fill Web-app option in the application settings)&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteLastMessageFromCustomer&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;RequiredSoftware (list of comma-separate names of software required to be used)&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Vendor quote&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorNumber&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorDate&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorDeadline&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorSourceLanguageName&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorSourceLanguageCode&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorTargetLanguageNames&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorTargetLanguageCodes&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorSpecialization&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorJobName&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorAverageVolume&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorServices&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorVendor&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorAmount&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorCurrency&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorNotes&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorAcceptanceNotes&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteVendorURL&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;User&amp;#39;s data&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;First name&lt;/div&gt;
&lt;div&gt;Last name&lt;/div&gt;
&lt;div&gt;Company name&lt;/div&gt;
&lt;div&gt;Address&lt;/div&gt;
&lt;div&gt;E-mail&lt;/div&gt;
&lt;div&gt;Phone&lt;/div&gt;
&lt;div&gt;Web-page&lt;/div&gt;
&lt;div&gt;Web-portal&lt;/div&gt;
&lt;div&gt;Skype&lt;/div&gt;
&lt;div&gt;ProZ profile&lt;/div&gt;
&lt;div&gt;Twitter profile&lt;/div&gt;
&lt;div&gt;Facebook profile&lt;/div&gt;
&lt;div&gt;LinkedIn profile&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Customer&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;CustomerName&lt;br /&gt;CustomerCode&lt;br /&gt;CustomerVAT&lt;br /&gt;CustomerAddress&lt;br /&gt;CustomerCountry&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Incoming invoice&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;InvoiceInNumber&lt;br /&gt;InvoiceInDate&lt;br /&gt;InvoiceInTerm&lt;br /&gt;InvoiceInAmount&lt;br /&gt;InvoiceInNumberOfAssignments&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Test piece&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;TestPieceName&lt;br /&gt;TestPieceLanguage&lt;br /&gt;TestPieceSpecialization&lt;br /&gt;TestPieceSourceText&lt;br /&gt;TestPieceTargetText&lt;br /&gt;TestPieceComments&lt;br /&gt;TestPieceScore&lt;br /&gt;TestPieceReferenceNumber&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Sender&amp;#39;s data (user or responsible person)&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;First name&lt;/div&gt;
&lt;div&gt;Last name&lt;/div&gt;
&lt;div&gt;E-mail&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;No category&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;List of attached files&lt;/div&gt;
&lt;div&gt;Links to files uploaded to a cloud - if auto-auploading feature is used, this variable will be replaced by links to files&lt;/div&gt;
&lt;div&gt;AdditionalText - this variable is used in one case - when you send single confirmation message to multiple vendors working in different language pairs; this variable is replaced by a list of vendors, languages, services&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;/tbody&gt;
&lt;/table&gt;
&lt;h1 class="name"&gt;Recipients&lt;/h1&gt;
&lt;p&gt;Here you specify message recipients.&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167680208v4.png" /&gt;&lt;/p&gt;
&lt;p&gt;E-mail message will be sent as many times as a number of recipients. This allows to use variables in the message text. In the example image shown above,&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;{RecipientFirstName}&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;variable will be replaced by&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sam&lt;/em&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;in the first message, and by&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Barbara&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/em&gt;in the second.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;CC&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;and&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;BCC&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;fields allows to send message copies to the specified addresses.&lt;/p&gt;
&lt;p&gt;To add recipients faster, you may use&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Add recipient from vendor list&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;and&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Add recipient from client contract list&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;buttons on the toolbar. These buttons open list of vendors and list of customer contacts, correspondingly. To quickly find necessary contacts in these lists, you may use default filtering and searching functionality. Select one or multiple contacts and click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;OK&lt;/strong&gt;. Selected contacts will be added to the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Recipients&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;list.&lt;/p&gt;
&lt;h1&gt;Files&lt;/h1&gt;
&lt;p&gt;This tab contains default file editor where you can attach files by dragging them to the editor or by adding files from cloud drives. When a message is created automatically from a job or assignment, files could be added from those entities. See&lt;span&gt; &lt;a href="/product-groups/translationproductivity/business-manager/w/wiki/4909/file-manager"&gt;File manager&lt;/a&gt;&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;article for details.&lt;/p&gt;
&lt;h1 class="name"&gt;Linked documents&lt;/h1&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1612522548228v5.png" /&gt;&lt;/p&gt;
&lt;p&gt;&lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&amp;nbsp;&lt;/span&gt;allows to send invoices, payment reminders, job offers, purchase orders, etc.&lt;/p&gt;
&lt;p&gt;In junction with message templates and support of variables, it is possible to include dynamic data in the message text, which will be replaced by actual data from a linked document. When you send purchase order, this data must come from a corresponding translation assignment. When you send payment reminder - data are gathered from unpaid invoice. On the Linked documents tab you specify base documents (invoice, job, assignment) to get data for variables. In most cases, necessary document will be pre-filled. For example, in the invoice print preview window there is a&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Send invoice via&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/strong&gt;&lt;span&gt;&lt;strong&gt;Business Manager&lt;/strong&gt;&amp;nbsp;&lt;/span&gt;button - when this button is pressed, a new e-mail message window opens with the corresponding invoice selected. Or, if you send a job offer from a translation assignment, corresponding document will also be pre-selected.&lt;/p&gt;
&lt;div style="background-color:#fced9e;border-left:15px solid #F2DB68;border-right:3px solid #F2DB68;margin-bottom:15px;margin-top:15px;padding:10px;"&gt;Note: When you have variables in the message text, check that corresponding document is selected on the Linked documents tab before sending a message. Otherwise, that variables would not be replaced by actual text.&lt;/div&gt;
&lt;h1 class="name"&gt;Message previewing&lt;/h1&gt;
&lt;div class="content"&gt;
&lt;p&gt;To see how used variables work, you can preview a message by selecting&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Preview&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/strong&gt;button on the ribbon. A popup window will be shown with generated message for each recipient where all variables are replaced by their actual values.&lt;/p&gt;
&lt;p&gt;Scroll this window to view all messages and confirm that they look as expected.&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1612522891090v6.png" /&gt;&lt;/p&gt;
&lt;h1 class="name"&gt;Message sending&lt;/h1&gt;
&lt;div class="content"&gt;
&lt;p&gt;To send prepared message, click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Send&amp;nbsp;&lt;/strong&gt;button. If a message is not saved, it will be saved automatically.&lt;/p&gt;
&lt;p&gt;&lt;span&gt;You can also send messages from the message list. Here you can select multiple messages and send them in a batch. After few seconds, you will see a window with the operation results. If there is any error.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;After successful sending, message status will be changed to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sent.&lt;/em&gt;&lt;/p&gt;
&lt;div class="content"&gt;
&lt;p&gt;If any invoice is selected in the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Linked documents&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;tab, then status of this invoice will be changed to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sent&lt;/em&gt;.&lt;/p&gt;
&lt;/div&gt;
&lt;/div&gt;
&lt;/div&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;

&lt;div style="font-size: 90%;"&gt;Tags: mail, mail sender, email&lt;/div&gt;
</description></item><item><title>Composing messages</title><link>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4912/composing-messages/revision/5</link><pubDate>Thu, 04 Nov 2021 09:16:45 GMT</pubDate><guid isPermaLink="false">10acfa76-f078-475b-a7ef-fc5b3e8d2934:5099b6c7-9b52-480e-a173-a8937ac534f4</guid><dc:creator>Eugene Kuchynski</dc:creator><comments>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4912/composing-messages#comments</comments><description>Revision 5 posted to Wiki by Eugene Kuchynski on 11/4/2021 9:16:45 AM&lt;br /&gt;
&lt;h1&gt;Creating messages&lt;/h1&gt;
&lt;p&gt;Try to send test message. Click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Mail sender&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;from the quick access menu&lt;span&gt;:&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167625145v1.png" /&gt;&lt;/p&gt;
&lt;p&gt;Click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;New&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;to create a new message. Message composing window appears:&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167639160v2.png" /&gt;&lt;/p&gt;
&lt;p&gt;At the top you select&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;E-mail account&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;to use to send a message (default e-mail account automatically selected for new messages).&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Date&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;represents a moment of a message creation. It is assigned automatically, but you can change it when needed.&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Message sent&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;selector shows sending status of the message. After sending, it will be automatically changed to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sent&lt;/em&gt;.&lt;/p&gt;
&lt;p&gt;In the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Subject&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;field you specify conventional message subject.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Request read notification&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;flag allows to add&amp;nbsp;read confirmation to a message.&amp;nbsp;However, not all e-mail clients support this feature. In addition, message recipient can deny sending confirmation, so it may happen that you would not get it anyway. More to say, including of read notification request into your message may be negatively perceived by a recipient, as it does not seem to be a good tone in mail conversations.&lt;/p&gt;
&lt;p&gt;The rest of space is occupied by the message editor. Formatting toolbar contains a set of buttons provided by any modern text editor.&lt;/p&gt;
&lt;p&gt;&lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&amp;nbsp;&lt;/span&gt;has extensive mechanism of message templates and variables.&amp;nbsp;To apply one of message templates, click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Apply template text&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;on the toolbar and select a template.&lt;/p&gt;
&lt;p&gt;To create a new template, go to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Reference data &amp;gt; Message templates&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;and create a new template.&lt;/p&gt;
&lt;h1 class="name"&gt;Variables&lt;/h1&gt;
&lt;p&gt;When you create a new mail message or message template, you can use variables in a message text and subject line.&lt;/p&gt;
&lt;p&gt;To insert variable, use&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Insert variable&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;button on the toolbar above message editor:&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167657663v3.png" /&gt;&lt;/p&gt;
&lt;p&gt;Then select desired variable from the drop-down list. Recipient first and last names are common variables. Other groups contain variables specific for a corresponding documents, which are used depending on a current task. For example, if you create a message or a template for purchase orders or translation offers, use variables from the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Translation assignment&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;group.&lt;/p&gt;
&lt;p&gt;Here is the list of the currently supported variables:&lt;/p&gt;
&lt;table class="plainColor" border="1" cellpadding="0" cellspacing="0"&gt;
&lt;tbody&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;&lt;span class="size"&gt;&lt;b&gt;Section&lt;br /&gt;&lt;/b&gt;&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;&lt;span class="size"&gt;&lt;b&gt;Variables&lt;/b&gt;&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Recipient&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Recipient first name&lt;/div&gt;
&lt;div&gt;Recipient last name&lt;/div&gt;
&lt;div&gt;Recipient title&lt;/div&gt;
&lt;div&gt;Login to web-portal&lt;/div&gt;
&lt;div&gt;&lt;span&gt;RecipientPassword&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Invoice&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Number&lt;/div&gt;
&lt;div&gt;Date&lt;/div&gt;
&lt;div&gt;Term&lt;/div&gt;
&lt;div&gt;Full amount&lt;/div&gt;
&lt;div&gt;Due amount&lt;/div&gt;
&lt;div&gt;Currency name&lt;/div&gt;
&lt;div&gt;Currency symbol&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Translation job&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Number&lt;/div&gt;
&lt;div&gt;Date&lt;/div&gt;
&lt;div&gt;Deadline&lt;/div&gt;
&lt;div&gt;PO number&lt;/div&gt;
&lt;div&gt;Job name&lt;/div&gt;
&lt;div&gt;Weighted volume&lt;/div&gt;
&lt;div&gt;Specialization&lt;/div&gt;
&lt;div&gt;Amount&lt;/div&gt;
&lt;div&gt;Currency&lt;/div&gt;
&lt;div&gt;Language pair&lt;/div&gt;
&lt;div&gt;Services (list of comma-separated services from the Job tasks table)&lt;/div&gt;
&lt;div&gt;Instructions (support formatting)&lt;/div&gt;
&lt;div&gt;Customer name&lt;/div&gt;
&lt;div&gt;&lt;span&gt;JobURL&amp;nbsp;(requires to fill Web-app option in the application settings)&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;RequiredSoftware (list of comma-separate names of software required to be used)&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Translation project&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;ProjectNumber&lt;br /&gt;ProjectDate&lt;br /&gt;ProjectTerm&lt;br /&gt;ProjectCustomer&lt;br /&gt;ProjectCustomerContact&lt;br /&gt;ProjectName&lt;br /&gt;ProjectSpecialization&lt;br /&gt;ProjectPO&lt;br /&gt;ProjectSourceLanguage&lt;/div&gt;
&lt;div&gt;ProjectSourceLanguageCode&lt;br /&gt;ProjectTargetLanguages (list of comma separated names of target languages)&lt;/div&gt;
&lt;div&gt;ProjectTargetLanguageCodes&amp;nbsp;(list of comma separated codes of target languages)&lt;br /&gt;ProjectTotalAmount&lt;br /&gt;ProjectTotalAmountCurrency&lt;br /&gt;ProjectAverageVolume&lt;/div&gt;
&lt;div&gt;&lt;span&gt;ProjectURL (requires to fill Web-app option in the application settings)&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;RequiredSoftware (list of comma-separate names of software required to be used)&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Translation assignment&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Number&lt;/div&gt;
&lt;div&gt;Date&lt;/div&gt;
&lt;div&gt;Deadline&lt;/div&gt;
&lt;div&gt;Deadline in local vendor&amp;#39;s time zone&lt;/div&gt;
&lt;div&gt;PO number&lt;/div&gt;
&lt;div&gt;Job name&lt;/div&gt;
&lt;div&gt;Weighted volume&lt;/div&gt;
&lt;div&gt;Specialization&lt;/div&gt;
&lt;div&gt;Language pair&lt;/div&gt;
&lt;div&gt;Services (list of comma-separated services from the Job tasks table)&lt;/div&gt;
&lt;div&gt;Amount&lt;/div&gt;
&lt;div&gt;Amount offered to a vendor&lt;/div&gt;
&lt;div&gt;Currency&lt;/div&gt;
&lt;div&gt;Instructions (support formatting)&lt;/div&gt;
&lt;div&gt;URL-address (allows to insert a link to a web-page with details/files of an assignment; requires active subscription to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&amp;nbsp;Team Online&amp;nbsp;&lt;/span&gt;version; web-portal address must be specified in the application Settings, in the Web-app URL field)&lt;/div&gt;
&lt;div&gt;&lt;span&gt;AssignmentVendorPickNotes&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;AssignmentNotesFromVendor&lt;br /&gt;&lt;/span&gt;&lt;span&gt;AssignmentVendor&lt;br /&gt;AssignmentStatus&lt;br /&gt;RequiredSoftware (list of comma-separate names of software required to be used)&lt;br /&gt;&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Quote&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;QuoteDate&lt;/div&gt;
&lt;div&gt;QuoteDueDate&lt;/div&gt;
&lt;div&gt;QuoteDeliveryTerms&lt;/div&gt;
&lt;div&gt;QuoteJobName&lt;/div&gt;
&lt;div&gt;QuoteAmount&lt;/div&gt;
&lt;div&gt;QuoteCurrency&lt;/div&gt;
&lt;div&gt;QuotePaymentPolicy&lt;/div&gt;
&lt;div&gt;QuoteItemsInfo&lt;/div&gt;
&lt;div&gt;QuoteCreatedBy&lt;/div&gt;
&lt;div&gt;QuoteDocumentNumber&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteURL&amp;nbsp;(requires to fill Web-app option in the application settings)&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteLastMessageFromCustomer&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;RequiredSoftware (list of comma-separate names of software required to be used)&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;User&amp;#39;s data&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;First name&lt;/div&gt;
&lt;div&gt;Last name&lt;/div&gt;
&lt;div&gt;Company name&lt;/div&gt;
&lt;div&gt;Address&lt;/div&gt;
&lt;div&gt;E-mail&lt;/div&gt;
&lt;div&gt;Phone&lt;/div&gt;
&lt;div&gt;Web-page&lt;/div&gt;
&lt;div&gt;Web-portal&lt;/div&gt;
&lt;div&gt;Skype&lt;/div&gt;
&lt;div&gt;ProZ profile&lt;/div&gt;
&lt;div&gt;Twitter profile&lt;/div&gt;
&lt;div&gt;Facebook profile&lt;/div&gt;
&lt;div&gt;LinkedIn profile&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Customer&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;CustomerName&lt;br /&gt;CustomerCode&lt;br /&gt;CustomerVAT&lt;br /&gt;CustomerAddress&lt;br /&gt;CustomerCountry&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Incoming invoice&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;InvoiceInNumber&lt;br /&gt;InvoiceInDate&lt;br /&gt;InvoiceInTerm&lt;br /&gt;InvoiceInAmount&lt;br /&gt;InvoiceInNumberOfAssignments&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Test piece&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;TestPieceName&lt;br /&gt;TestPieceLanguage&lt;br /&gt;TestPieceSpecialization&lt;br /&gt;TestPieceSourceText&lt;br /&gt;TestPieceTargetText&lt;br /&gt;TestPieceComments&lt;br /&gt;TestPieceScore&lt;br /&gt;TestPieceReferenceNumber&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Sender&amp;#39;s data (user or responsible person)&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;First name&lt;/div&gt;
&lt;div&gt;Last name&lt;/div&gt;
&lt;div&gt;E-mail&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;No category&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;List of attached files&lt;/div&gt;
&lt;div&gt;Links to files uploaded to a cloud - if auto-auploading feature is used, this variable will be replaced by links to files&lt;/div&gt;
&lt;div&gt;AdditionalText - this variable is used in one case - when you send single confirmation message to multiple vendors working in different language pairs; this variable is replaced by a list of vendors, languages, services&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;/tbody&gt;
&lt;/table&gt;
&lt;h1 class="name"&gt;Recipients&lt;/h1&gt;
&lt;p&gt;Here you specify message recipients.&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167680208v4.png" /&gt;&lt;/p&gt;
&lt;p&gt;E-mail message will be sent as many times as a number of recipients. This allows to use variables in the message text. In the example image shown above,&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;{RecipientFirstName}&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;variable will be replaced by&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sam&lt;/em&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;in the first message, and by&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Barbara&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/em&gt;in the second.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;CC&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;and&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;BCC&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;fields allows to send message copies to the specified addresses.&lt;/p&gt;
&lt;p&gt;To add recipients faster, you may use&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Add recipient from vendor list&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;and&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Add recipient from client contract list&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;buttons on the toolbar. These buttons open list of vendors and list of customer contacts, correspondingly. To quickly find necessary contacts in these lists, you may use default filtering and searching functionality. Select one or multiple contacts and click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;OK&lt;/strong&gt;. Selected contacts will be added to the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Recipients&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;list.&lt;/p&gt;
&lt;h1&gt;Files&lt;/h1&gt;
&lt;p&gt;This tab contains default file editor where you can attach files by dragging them to the editor or by adding files from cloud drives. When a message is created automatically from a job or assignment, files could be added from those entities. See&lt;span&gt; &lt;a href="/product-groups/translationproductivity/business-manager/w/wiki/4909/file-manager"&gt;File manager&lt;/a&gt;&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;article for details.&lt;/p&gt;
&lt;h1 class="name"&gt;Linked documents&lt;/h1&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1612522548228v5.png" /&gt;&lt;/p&gt;
&lt;p&gt;&lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&amp;nbsp;&lt;/span&gt;allows to send invoices, payment reminders, job offers, purchase orders, etc.&lt;/p&gt;
&lt;p&gt;In junction with message templates and support of variables, it is possible to include dynamic data in the message text, which will be replaced by actual data from a linked document. When you send purchase order, this data must come from a corresponding translation assignment. When you send payment reminder - data are gathered from unpaid invoice. On the Linked documents tab you specify base documents (invoice, job, assignment) to get data for variables. In most cases, necessary document will be pre-filled. For example, in the invoice print preview window there is a&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Send invoice via&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/strong&gt;&lt;span&gt;&lt;strong&gt;Business Manager&lt;/strong&gt;&amp;nbsp;&lt;/span&gt;button - when this button is pressed, a new e-mail message window opens with the corresponding invoice selected. Or, if you send a job offer from a translation assignment, corresponding document will also be pre-selected.&lt;/p&gt;
&lt;div style="background-color:#fced9e;border-left:15px solid #F2DB68;border-right:3px solid #F2DB68;margin-bottom:15px;margin-top:15px;padding:10px;"&gt;Note: When you have variables in the message text, check that corresponding document is selected on the Linked documents tab before sending a message. Otherwise, that variables would not be replaced by actual text.&lt;/div&gt;
&lt;h1 class="name"&gt;Message previewing&lt;/h1&gt;
&lt;div class="content"&gt;
&lt;p&gt;To see how used variables work, you can preview a message by selecting&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Preview&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/strong&gt;button on the ribbon. A popup window will be shown with generated message for each recipient where all variables are replaced by their actual values.&lt;/p&gt;
&lt;p&gt;Scroll this window to view all messages and confirm that they look as expected.&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1612522891090v6.png" /&gt;&lt;/p&gt;
&lt;h1 class="name"&gt;Message sending&lt;/h1&gt;
&lt;div class="content"&gt;
&lt;p&gt;To send prepared message, click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Send&amp;nbsp;&lt;/strong&gt;button. If a message is not saved, it will be saved automatically.&lt;/p&gt;
&lt;p&gt;&lt;span&gt;You can also send messages from the message list. Here you can select multiple messages and send them in a batch. After few seconds, you will see a window with the operation results. If there is any error.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;After successful sending, message status will be changed to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sent.&lt;/em&gt;&lt;/p&gt;
&lt;div class="content"&gt;
&lt;p&gt;If any invoice is selected in the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Linked documents&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;tab, then status of this invoice will be changed to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sent&lt;/em&gt;.&lt;/p&gt;
&lt;/div&gt;
&lt;/div&gt;
&lt;/div&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;

&lt;div style="font-size: 90%;"&gt;Tags: mail, mail sender, email&lt;/div&gt;
</description></item><item><title>Composing messages</title><link>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4912/composing-messages/revision/4</link><pubDate>Mon, 26 Apr 2021 10:56:39 GMT</pubDate><guid isPermaLink="false">10acfa76-f078-475b-a7ef-fc5b3e8d2934:5099b6c7-9b52-480e-a173-a8937ac534f4</guid><dc:creator>Eugene Kuchynski</dc:creator><comments>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4912/composing-messages#comments</comments><description>Revision 4 posted to Wiki by Eugene Kuchynski on 4/26/2021 10:56:39 AM&lt;br /&gt;
&lt;h1&gt;Creating messages&lt;/h1&gt;
&lt;p&gt;Try to send test message. Click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Mail sender&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;from the quick access menu&lt;span&gt;:&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167625145v1.png" /&gt;&lt;/p&gt;
&lt;p&gt;Click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;New&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;to create a new message. Message composing window appears:&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167639160v2.png" /&gt;&lt;/p&gt;
&lt;p&gt;At the top you select&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;E-mail account&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;to use to send a message (default e-mail account automatically selected for new messages).&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Date&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;represents a moment of a message creation. It is assigned automatically, but you can change it when needed.&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Message sent&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;selector shows sending status of the message. After sending, it will be automatically changed to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sent&lt;/em&gt;.&lt;/p&gt;
&lt;p&gt;In the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Subject&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;field you specify conventional message subject.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Request read notification&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;flag allows to add&amp;nbsp;read confirmation to a message.&amp;nbsp;However, not all e-mail clients support this feature. In addition, message recipient can deny sending confirmation, so it may happen that you would not get it anyway. More to say, including of read notification request into your message may be negatively perceived by a recipient, as it does not seem to be a good tone in mail conversations.&lt;/p&gt;
&lt;p&gt;The rest of space is occupied by the message editor. Formatting toolbar contains a set of buttons provided by any modern text editor.&lt;/p&gt;
&lt;p&gt;&lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&amp;nbsp;&lt;/span&gt;has extensive mechanism of message templates and variables.&amp;nbsp;To apply one of message templates, click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Apply template text&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;on the toolbar and select a template.&lt;/p&gt;
&lt;p&gt;To create a new template, go to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Reference data &amp;gt; Message templates&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;and create a new template.&lt;/p&gt;
&lt;h1 class="name"&gt;Variables&lt;/h1&gt;
&lt;p&gt;When you create a new mail message or message template, you can use variables in a message text and subject line.&lt;/p&gt;
&lt;p&gt;To insert variable, use&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Insert variable&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;button on the toolbar above message editor:&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167657663v3.png" /&gt;&lt;/p&gt;
&lt;p&gt;Then select desired variable from the drop-down list. Recipient first and last names are common variables. Other groups contain variables specific for a corresponding documents, which are used depending on a current task. For example, if you create a message or a template for purchase orders or translation offers, use variables from the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Translation assignment&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;group.&lt;/p&gt;
&lt;p&gt;Here is the list of the currently supported variables:&lt;/p&gt;
&lt;table class="plainColor" border="1" cellpadding="0" cellspacing="0"&gt;
&lt;tbody&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;&lt;span class="size"&gt;&lt;b&gt;Section&lt;br /&gt;&lt;/b&gt;&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;&lt;span class="size"&gt;&lt;b&gt;Variables&lt;/b&gt;&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Recipient&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Recipient first name&lt;/div&gt;
&lt;div&gt;Recipient last name&lt;/div&gt;
&lt;div&gt;Recipient title&lt;/div&gt;
&lt;div&gt;Login to web-portal&lt;/div&gt;
&lt;div&gt;&lt;span&gt;RecipientPassword&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Invoice&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Number&lt;/div&gt;
&lt;div&gt;Date&lt;/div&gt;
&lt;div&gt;Term&lt;/div&gt;
&lt;div&gt;Full amount&lt;/div&gt;
&lt;div&gt;Due amount&lt;/div&gt;
&lt;div&gt;Currency name&lt;/div&gt;
&lt;div&gt;Currency symbol&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Translation job&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Number&lt;/div&gt;
&lt;div&gt;Date&lt;/div&gt;
&lt;div&gt;Deadline&lt;/div&gt;
&lt;div&gt;PO number&lt;/div&gt;
&lt;div&gt;Job name&lt;/div&gt;
&lt;div&gt;Weighted volume&lt;/div&gt;
&lt;div&gt;Specialization&lt;/div&gt;
&lt;div&gt;Amount&lt;/div&gt;
&lt;div&gt;Currency&lt;/div&gt;
&lt;div&gt;Language pair&lt;/div&gt;
&lt;div&gt;Services (list of comma-separated services from the Job tasks table)&lt;/div&gt;
&lt;div&gt;Instructions (support formatting)&lt;/div&gt;
&lt;div&gt;Customer name&lt;/div&gt;
&lt;div&gt;&lt;span&gt;JobURL&amp;nbsp;(requires to fill Web-app option in the application settings)&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Translation project&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;ProjectNumber&lt;br /&gt;ProjectDate&lt;br /&gt;ProjectTerm&lt;br /&gt;ProjectCustomer&lt;br /&gt;ProjectCustomerContact&lt;br /&gt;ProjectName&lt;br /&gt;ProjectSpecialization&lt;br /&gt;ProjectPO&lt;br /&gt;ProjectSourceLanguage&lt;/div&gt;
&lt;div&gt;ProjectSourceLanguageCode&lt;br /&gt;ProjectTargetLanguages (list of comma separated names of target languages)&lt;/div&gt;
&lt;div&gt;ProjectTargetLanguageCodes&amp;nbsp;(list of comma separated codes of target languages)&lt;br /&gt;ProjectTotalAmount&lt;br /&gt;ProjectTotalAmountCurrency&lt;br /&gt;ProjectAverageVolume&lt;/div&gt;
&lt;div&gt;&lt;span&gt;ProjectURL (requires to fill Web-app option in the application settings)&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Translation assignment&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Number&lt;/div&gt;
&lt;div&gt;Date&lt;/div&gt;
&lt;div&gt;Deadline&lt;/div&gt;
&lt;div&gt;Deadline in local vendor&amp;#39;s time zone&lt;/div&gt;
&lt;div&gt;PO number&lt;/div&gt;
&lt;div&gt;Job name&lt;/div&gt;
&lt;div&gt;Weighted volume&lt;/div&gt;
&lt;div&gt;Specialization&lt;/div&gt;
&lt;div&gt;Language pair&lt;/div&gt;
&lt;div&gt;Services (list of comma-separated services from the Job tasks table)&lt;/div&gt;
&lt;div&gt;Amount&lt;/div&gt;
&lt;div&gt;Amount offered to a vendor&lt;/div&gt;
&lt;div&gt;Currency&lt;/div&gt;
&lt;div&gt;Instructions (support formatting)&lt;/div&gt;
&lt;div&gt;URL-address (allows to insert a link to a web-page with details/files of an assignment; requires active subscription to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&amp;nbsp;Team Online&amp;nbsp;&lt;/span&gt;version; web-portal address must be specified in the application Settings, in the Web-app URL field)&lt;/div&gt;
&lt;div&gt;&lt;span&gt;AssignmentVendorPickNotes&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;AssignmentNotesFromVendor&lt;br /&gt;&lt;/span&gt;&lt;span&gt;AssignmentVendor&lt;br /&gt;AssignmentStatus&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Quote&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;QuoteDate&lt;/div&gt;
&lt;div&gt;QuoteDueDate&lt;/div&gt;
&lt;div&gt;QuoteDeliveryTerms&lt;/div&gt;
&lt;div&gt;QuoteJobName&lt;/div&gt;
&lt;div&gt;QuoteAmount&lt;/div&gt;
&lt;div&gt;QuoteCurrency&lt;/div&gt;
&lt;div&gt;QuotePaymentPolicy&lt;/div&gt;
&lt;div&gt;QuoteItemsInfo&lt;/div&gt;
&lt;div&gt;QuoteCreatedBy&lt;/div&gt;
&lt;div&gt;QuoteDocumentNumber&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteURL&amp;nbsp;(requires to fill Web-app option in the application settings)&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteLastMessageFromCustomer&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;User&amp;#39;s data&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;First name&lt;/div&gt;
&lt;div&gt;Last name&lt;/div&gt;
&lt;div&gt;Company name&lt;/div&gt;
&lt;div&gt;Address&lt;/div&gt;
&lt;div&gt;E-mail&lt;/div&gt;
&lt;div&gt;Phone&lt;/div&gt;
&lt;div&gt;Web-page&lt;/div&gt;
&lt;div&gt;Web-portal&lt;/div&gt;
&lt;div&gt;Skype&lt;/div&gt;
&lt;div&gt;ProZ profile&lt;/div&gt;
&lt;div&gt;Twitter profile&lt;/div&gt;
&lt;div&gt;Facebook profile&lt;/div&gt;
&lt;div&gt;LinkedIn profile&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Customer&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;CustomerName&lt;br /&gt;CustomerCode&lt;br /&gt;CustomerVAT&lt;br /&gt;CustomerAddress&lt;br /&gt;CustomerCountry&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Incoming invoice&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;InvoiceInNumber&lt;br /&gt;InvoiceInDate&lt;br /&gt;InvoiceInTerm&lt;br /&gt;InvoiceInAmount&lt;br /&gt;InvoiceInNumberOfAssignments&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Test piece&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;TestPieceName&lt;br /&gt;TestPieceLanguage&lt;br /&gt;TestPieceSpecialization&lt;br /&gt;TestPieceSourceText&lt;br /&gt;TestPieceTargetText&lt;br /&gt;TestPieceComments&lt;br /&gt;TestPieceScore&lt;br /&gt;TestPieceReferenceNumber&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Sender&amp;#39;s data (user or responsible person)&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;First name&lt;/div&gt;
&lt;div&gt;Last name&lt;/div&gt;
&lt;div&gt;E-mail&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;No category&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;List of attached files&lt;/div&gt;
&lt;div&gt;Links to files uploaded to a cloud - if auto-auploading feature is used, this variable will be replaced by links to files&lt;/div&gt;
&lt;div&gt;AdditionalText - this variable is used in one case - when you send single confirmation message to multiple vendors working in different language pairs; this variable is replaced by a list of vendors, languages, services&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;/tbody&gt;
&lt;/table&gt;
&lt;h1 class="name"&gt;Recipients&lt;/h1&gt;
&lt;p&gt;Here you specify message recipients.&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167680208v4.png" /&gt;&lt;/p&gt;
&lt;p&gt;E-mail message will be sent as many times as a number of recipients. This allows to use variables in the message text. In the example image shown above,&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;{RecipientFirstName}&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;variable will be replaced by&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sam&lt;/em&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;in the first message, and by&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Barbara&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/em&gt;in the second.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;CC&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;and&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;BCC&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;fields allows to send message copies to the specified addresses.&lt;/p&gt;
&lt;p&gt;To add recipients faster, you may use&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Add recipient from vendor list&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;and&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Add recipient from client contract list&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;buttons on the toolbar. These buttons open list of vendors and list of customer contacts, correspondingly. To quickly find necessary contacts in these lists, you may use default filtering and searching functionality. Select one or multiple contacts and click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;OK&lt;/strong&gt;. Selected contacts will be added to the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Recipients&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;list.&lt;/p&gt;
&lt;h1&gt;Files&lt;/h1&gt;
&lt;p&gt;This tab contains default file editor where you can attach files by dragging them to the editor or by adding files from cloud drives. When a message is created automatically from a job or assignment, files could be added from those entities. See&lt;span&gt; &lt;a href="/product-groups/translationproductivity/business-manager/w/wiki/4909/file-manager"&gt;File manager&lt;/a&gt;&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;article for details.&lt;/p&gt;
&lt;h1 class="name"&gt;Linked documents&lt;/h1&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1612522548228v5.png" /&gt;&lt;/p&gt;
&lt;p&gt;&lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&amp;nbsp;&lt;/span&gt;allows to send invoices, payment reminders, job offers, purchase orders, etc.&lt;/p&gt;
&lt;p&gt;In junction with message templates and support of variables, it is possible to include dynamic data in the message text, which will be replaced by actual data from a linked document. When you send purchase order, this data must come from a corresponding translation assignment. When you send payment reminder - data are gathered from unpaid invoice. On the Linked documents tab you specify base documents (invoice, job, assignment) to get data for variables. In most cases, necessary document will be pre-filled. For example, in the invoice print preview window there is a&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Send invoice via&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/strong&gt;&lt;span&gt;&lt;strong&gt;Business Manager&lt;/strong&gt;&amp;nbsp;&lt;/span&gt;button - when this button is pressed, a new e-mail message window opens with the corresponding invoice selected. Or, if you send a job offer from a translation assignment, corresponding document will also be pre-selected.&lt;/p&gt;
&lt;div style="background-color:#fced9e;border-left:15px solid #F2DB68;border-right:3px solid #F2DB68;margin-bottom:15px;margin-top:15px;padding:10px;"&gt;Note: When you have variables in the message text, check that corresponding document is selected on the Linked documents tab before sending a message. Otherwise, that variables would not be replaced by actual text.&lt;/div&gt;
&lt;h1 class="name"&gt;Message previewing&lt;/h1&gt;
&lt;div class="content"&gt;
&lt;p&gt;To see how used variables work, you can preview a message by selecting&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Preview&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/strong&gt;button on the ribbon. A popup window will be shown with generated message for each recipient where all variables are replaced by their actual values.&lt;/p&gt;
&lt;p&gt;Scroll this window to view all messages and confirm that they look as expected.&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1612522891090v6.png" /&gt;&lt;/p&gt;
&lt;h1 class="name"&gt;Message sending&lt;/h1&gt;
&lt;div class="content"&gt;
&lt;p&gt;To send prepared message, click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Send&amp;nbsp;&lt;/strong&gt;button. If a message is not saved, it will be saved automatically.&lt;/p&gt;
&lt;p&gt;&lt;span&gt;You can also send messages from the message list. Here you can select multiple messages and send them in a batch. After few seconds, you will see a window with the operation results. If there is any error.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;After successful sending, message status will be changed to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sent.&lt;/em&gt;&lt;/p&gt;
&lt;div class="content"&gt;
&lt;p&gt;If any invoice is selected in the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Linked documents&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;tab, then status of this invoice will be changed to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sent&lt;/em&gt;.&lt;/p&gt;
&lt;/div&gt;
&lt;/div&gt;
&lt;/div&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;

&lt;div style="font-size: 90%;"&gt;Tags: mail, mail sender, email&lt;/div&gt;
</description></item><item><title>Composing messages</title><link>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4912/composing-messages/revision/3</link><pubDate>Fri, 23 Apr 2021 08:48:03 GMT</pubDate><guid isPermaLink="false">10acfa76-f078-475b-a7ef-fc5b3e8d2934:5099b6c7-9b52-480e-a173-a8937ac534f4</guid><dc:creator>Eugene Kuchynski</dc:creator><comments>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4912/composing-messages#comments</comments><description>Revision 3 posted to Wiki by Eugene Kuchynski on 4/23/2021 8:48:03 AM&lt;br /&gt;
&lt;h1&gt;Creating messages&lt;/h1&gt;
&lt;p&gt;Try to send test message. Click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Mail sender&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;from the quick access menu&lt;span&gt;:&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;img src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167625145v1.png" alt=" " /&gt;&lt;/p&gt;
&lt;p&gt;Click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;New&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;to create a new message. Message composing window appears:&lt;/p&gt;
&lt;p&gt;&lt;img src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167639160v2.png" alt=" " /&gt;&lt;/p&gt;
&lt;p&gt;At the top you select&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;E-mail account&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;to use to send a message (default e-mail account automatically selected for new messages).&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Date&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;represents a moment of a message creation. It is assigned automatically, but you can change it when needed.&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Message sent&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;selector shows sending status of the message. After sending, it will be automatically changed to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sent&lt;/em&gt;.&lt;/p&gt;
&lt;p&gt;In the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Subject&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;field you specify conventional message subject.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Request read notification&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;flag allows to add&amp;nbsp;read confirmation to a message.&amp;nbsp;However, not all e-mail clients support this feature. In addition, message recipient can deny sending confirmation, so it may happen that you would not get it anyway. More to say, including of read notification request into your message may be negatively perceived by a recipient, as it does not seem to be a good tone in mail conversations.&lt;/p&gt;
&lt;p&gt;The rest of space is occupied by the message editor. Formatting toolbar contains a set of buttons provided by any modern text editor.&lt;/p&gt;
&lt;p&gt;&lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&amp;nbsp;&lt;/span&gt;has extensive mechanism of message templates and variables.&amp;nbsp;To apply one of message templates, click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Apply template text&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;on the toolbar and select a template.&lt;/p&gt;
&lt;p&gt;To create a new template, go to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Reference data &amp;gt; Message templates&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;and create a new template.&lt;/p&gt;
&lt;h1 class="name"&gt;Variables&lt;/h1&gt;
&lt;p&gt;When you create a new mail message or message template, you can use variables in a message text and subject line.&lt;/p&gt;
&lt;p&gt;To insert variable, use&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Insert variable&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;button on the toolbar above message editor:&lt;/p&gt;
&lt;p&gt;&lt;img src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167657663v3.png" alt=" " /&gt;&lt;/p&gt;
&lt;p&gt;Then select desired variable from the drop-down list. Recipient first and last names are common variables. Other groups contain variables specific for a corresponding documents, which are used depending on a current task. For example, if you create a message or a template for purchase orders or translation offers, use variables from the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Translation assignment&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;group.&lt;/p&gt;
&lt;p&gt;Here is the list of the currently supported variables:&lt;/p&gt;
&lt;table class="plainColor" border="1" cellpadding="0" cellspacing="0"&gt;
&lt;tbody&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;&lt;span class="size"&gt;&lt;b&gt;Section&lt;br /&gt;&lt;/b&gt;&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;&lt;span class="size"&gt;&lt;b&gt;Variables&lt;/b&gt;&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Recipient&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Recipient first name&lt;/div&gt;
&lt;div&gt;Recipient last name&lt;/div&gt;
&lt;div&gt;Recipient title&lt;/div&gt;
&lt;div&gt;Login to web-portal&lt;/div&gt;
&lt;div&gt;&lt;span&gt;RecipientPassword&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Invoice&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Number&lt;/div&gt;
&lt;div&gt;Date&lt;/div&gt;
&lt;div&gt;Term&lt;/div&gt;
&lt;div&gt;Full amount&lt;/div&gt;
&lt;div&gt;Due amount&lt;/div&gt;
&lt;div&gt;Currency name&lt;/div&gt;
&lt;div&gt;Currency symbol&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Translation job&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Number&lt;/div&gt;
&lt;div&gt;Date&lt;/div&gt;
&lt;div&gt;Deadline&lt;/div&gt;
&lt;div&gt;PO number&lt;/div&gt;
&lt;div&gt;Job name&lt;/div&gt;
&lt;div&gt;Weighted volume&lt;/div&gt;
&lt;div&gt;Specialization&lt;/div&gt;
&lt;div&gt;Amount&lt;/div&gt;
&lt;div&gt;Currency&lt;/div&gt;
&lt;div&gt;Language pair&lt;/div&gt;
&lt;div&gt;Services (list of comma-separated services from the Job tasks table)&lt;/div&gt;
&lt;div&gt;Instructions (support formatting)&lt;/div&gt;
&lt;div&gt;Customer name&lt;/div&gt;
&lt;div&gt;&lt;span&gt;JobURL&amp;nbsp;(requires to fill Web-app option in the application settings)&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Translation project&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;ProjectNumber&lt;br /&gt;ProjectDate&lt;br /&gt;ProjectTerm&lt;br /&gt;ProjectCustomer&lt;br /&gt;ProjectCustomerContact&lt;br /&gt;ProjectName&lt;br /&gt;ProjectSpecialization&lt;br /&gt;ProjectPO&lt;br /&gt;ProjectSourceLanguage&lt;/div&gt;
&lt;div&gt;ProjectSourceLanguageCode&lt;br /&gt;ProjectTargetLanguages (list of comma separated names of target languages)&lt;/div&gt;
&lt;div&gt;ProjectTargetLanguageCodes&amp;nbsp;(list of comma separated codes of target languages)&lt;br /&gt;ProjectTotalAmount&lt;br /&gt;ProjectTotalAmountCurrency&lt;br /&gt;ProjectAverageVolume&lt;/div&gt;
&lt;div&gt;&lt;span&gt;ProjectURL (requires to fill Web-app option in the application settings)&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Translation assignment&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;Number&lt;/div&gt;
&lt;div&gt;Date&lt;/div&gt;
&lt;div&gt;Deadline&lt;/div&gt;
&lt;div&gt;Deadline in local vendor&amp;#39;s time zone&lt;/div&gt;
&lt;div&gt;PO number&lt;/div&gt;
&lt;div&gt;Job name&lt;/div&gt;
&lt;div&gt;Weighted volume&lt;/div&gt;
&lt;div&gt;Specialization&lt;/div&gt;
&lt;div&gt;Language pair&lt;/div&gt;
&lt;div&gt;Services (list of comma-separated services from the Job tasks table)&lt;/div&gt;
&lt;div&gt;Amount&lt;/div&gt;
&lt;div&gt;Amount offered to a vendor&lt;/div&gt;
&lt;div&gt;Currency&lt;/div&gt;
&lt;div&gt;Instructions (support formatting)&lt;/div&gt;
&lt;div&gt;URL-address (allows to insert a link to a web-page with details/files of an assignment; requires active subscription to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&amp;nbsp;Team Online&amp;nbsp;&lt;/span&gt;version; web-portal address must be specified in the application Settings, in the Web-app URL field)&lt;/div&gt;
&lt;div&gt;&lt;span&gt;AssignmentVendorPickNotes&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;AssignmentNotesFromVendor&lt;br /&gt;&lt;/span&gt;&lt;span&gt;AssignmentVendor&lt;br /&gt;AssignmentStatus&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Quote&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;QuoteDate&lt;/div&gt;
&lt;div&gt;QuoteDueDate&lt;/div&gt;
&lt;div&gt;QuoteDeliveryTerms&lt;/div&gt;
&lt;div&gt;QuoteJobName&lt;/div&gt;
&lt;div&gt;QuoteAmount&lt;/div&gt;
&lt;div&gt;QuoteCurrency&lt;/div&gt;
&lt;div&gt;QuotePaymentPolicy&lt;/div&gt;
&lt;div&gt;QuoteItemsInfo&lt;/div&gt;
&lt;div&gt;QuoteCreatedBy&lt;/div&gt;
&lt;div&gt;QuoteDocumentNumber&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteURL&amp;nbsp;(requires to fill Web-app option in the application settings)&lt;/span&gt;&lt;/div&gt;
&lt;div&gt;&lt;span&gt;QuoteLastMessageFromCustomer&lt;/span&gt;&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;User&amp;#39;s data&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;First name&lt;/div&gt;
&lt;div&gt;Last name&lt;/div&gt;
&lt;div&gt;Company name&lt;/div&gt;
&lt;div&gt;Address&lt;/div&gt;
&lt;div&gt;E-mail&lt;/div&gt;
&lt;div&gt;Phone&lt;/div&gt;
&lt;div&gt;Web-page&lt;/div&gt;
&lt;div&gt;Web-portal&lt;/div&gt;
&lt;div&gt;Skype&lt;/div&gt;
&lt;div&gt;ProZ profile&lt;/div&gt;
&lt;div&gt;Twitter profile&lt;/div&gt;
&lt;div&gt;Facebook profile&lt;/div&gt;
&lt;div&gt;LinkedIn profile&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Customer&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;CustomerName&lt;br /&gt;CustomerCode&lt;br /&gt;CustomerVAT&lt;br /&gt;CustomerAddress&lt;br /&gt;CustomerCountry&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Incoming invoice&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;InvoiceInNumber&lt;br /&gt;InvoiceInDate&lt;br /&gt;InvoiceInTerm&lt;br /&gt;InvoiceInAmount&lt;br /&gt;InvoiceInNumberOfAssignments&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Test piece&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;
&lt;p&gt;&lt;span&gt;TestPieceName&lt;br /&gt;TestPieceLanguage&lt;br /&gt;TestPieceSpecialization&lt;br /&gt;TestPieceSourceText&lt;br /&gt;TestPieceTargetText&lt;br /&gt;TestPieceComments&lt;br /&gt;TestPieceScore&lt;br /&gt;TestPieceReferenceNumber&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;Sender&amp;#39;s data (user or responsible person)&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;First name&lt;/div&gt;
&lt;div&gt;Last name&lt;/div&gt;
&lt;div&gt;E-mail&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;
&lt;div&gt;No category&lt;/div&gt;
&lt;/td&gt;
&lt;td&gt;
&lt;div&gt;List of attached files&lt;/div&gt;
&lt;div&gt;Links to files uploaded to a cloud - if auto-auploading feature is used, this variable will be replaced by links to files&lt;/div&gt;
&lt;div&gt;AdditionalText - this variable is used in one case - when you send single confirmation message to multiple vendors working in different language pairs; this variable is replaced by a list of vendors, languages, services&lt;/div&gt;
&lt;/td&gt;
&lt;/tr&gt;
&lt;/tbody&gt;
&lt;/table&gt;
&lt;h1 class="name"&gt;Recipients&lt;/h1&gt;
&lt;p&gt;Here you specify message recipients.&lt;/p&gt;
&lt;p&gt;&lt;img src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1619167680208v4.png" alt=" " /&gt;&lt;/p&gt;
&lt;p&gt;E-mail message will be sent as many times as a number of recipients. This allows to use variables in the message text. In the example image shown above,&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;{RecipientFirstName}&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;variable will be replaced by&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sam&lt;/em&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;in the first message, and by&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Barbara&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/em&gt;in the second.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;CC&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;and&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;BCC&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;fields allows to send message copies to the specified addresses.&lt;/p&gt;
&lt;p&gt;To add recipients faster, you may use&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Add recipient from vendor list&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;and&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Add recipient from client contract list&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;buttons on the toolbar. These buttons open list of vendors and list of customer contacts, correspondingly. To quickly find necessary contacts in these lists, you may use default filtering and searching functionality. Select one or multiple contacts and click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;OK&lt;/strong&gt;. Selected contacts will be added to the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Recipients&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;list.&lt;/p&gt;
&lt;h1&gt;Files&lt;/h1&gt;
&lt;p&gt;This tab contains default file editor where you can attach files by dragging them to the editor or by adding files from cloud drives. When a message is created automatically from a job or assignment, files could be added from those entities. See&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;span style="background-color:#ff0000;"&gt;File manager&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;article for details.&lt;/p&gt;
&lt;h1 class="name"&gt;Linked documents&lt;/h1&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1612522548228v5.png" /&gt;&lt;/p&gt;
&lt;p&gt;&lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&amp;nbsp;&lt;/span&gt;allows to send invoices, payment reminders, job offers, purchase orders, etc.&lt;/p&gt;
&lt;p&gt;In junction with message templates and support of variables, it is possible to include dynamic data in the message text, which will be replaced by actual data from a linked document. When you send purchase order, this data must come from a corresponding translation assignment. When you send payment reminder - data are gathered from unpaid invoice. On the Linked documents tab you specify base documents (invoice, job, assignment) to get data for variables. In most cases, necessary document will be pre-filled. For example, in the invoice print preview window there is a&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Send invoice via&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/strong&gt;&lt;span&gt;&lt;strong&gt;Business Manager&lt;/strong&gt;&amp;nbsp;&lt;/span&gt;button - when this button is pressed, a new e-mail message window opens with the corresponding invoice selected. Or, if you send a job offer from a translation assignment, corresponding document will also be pre-selected.&lt;/p&gt;
&lt;div style="background-color:#fced9e;border-left:15px solid #F2DB68;border-right:3px solid #F2DB68;margin-bottom:15px;margin-top:15px;padding:10px;"&gt;Note: When you have variables in the message text, check that corresponding document is selected on the Linked documents tab before sending a message. Otherwise, that variables would not be replaced by actual text.&lt;/div&gt;
&lt;h1 class="name"&gt;Message previewing&lt;/h1&gt;
&lt;div class="content"&gt;
&lt;p&gt;To see how used variables work, you can preview a message by selecting&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Preview&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/strong&gt;button on the ribbon. A popup window will be shown with generated message for each recipient where all variables are replaced by their actual values.&lt;/p&gt;
&lt;p&gt;Scroll this window to view all messages and confirm that they look as expected.&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1612522891090v6.png" /&gt;&lt;/p&gt;
&lt;h1 class="name"&gt;Message sending&lt;/h1&gt;
&lt;div class="content"&gt;
&lt;p&gt;To send prepared message, click&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Send&amp;nbsp;&lt;/strong&gt;button. If a message is not saved, it will be saved automatically.&lt;/p&gt;
&lt;p&gt;&lt;span&gt;You can also send messages from the message list. Here you can select multiple messages and send them in a batch. After few seconds, you will see a window with the operation results. If there is any error.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;After successful sending, message status will be changed to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sent.&lt;/em&gt;&lt;/p&gt;
&lt;div class="content"&gt;
&lt;p&gt;If any invoice is selected in the&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;Linked documents&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;tab, then status of this invoice will be changed to&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;em&gt;Sent&lt;/em&gt;.&lt;/p&gt;
&lt;/div&gt;
&lt;/div&gt;
&lt;/div&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;

&lt;div style="font-size: 90%;"&gt;Tags: mail, mail sender, email&lt;/div&gt;
</description></item><item><title>Composing messages</title><link>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4912/composing-messages/revision/2</link><pubDate>Mon, 09 Dec 2019 07:01:27 GMT</pubDate><guid isPermaLink="false">10acfa76-f078-475b-a7ef-fc5b3e8d2934:5099b6c7-9b52-480e-a173-a8937ac534f4</guid><dc:creator>Eugene Kuchynski</dc:creator><comments>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4912/composing-messages#comments</comments><description>Revision 2 posted to Wiki by Eugene Kuchynski on 12/9/2019 7:01:27 AM&lt;br /&gt;
&lt;p&gt;Try to send test message. Click &lt;strong&gt;Mail sender&lt;/strong&gt; from the &lt;strong&gt;Tools&lt;/strong&gt; tab of the ribbon. Click &lt;strong&gt;New&lt;/strong&gt; to create a new message. Message composing window appears:&lt;/p&gt;
&lt;p&gt;&lt;img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1563283937882v1.png" /&gt;&lt;/p&gt;
&lt;p&gt;At the top you select &lt;strong&gt;E-mail account&lt;/strong&gt; to use to send a message (default e-mail account automatically selected for new messages). &lt;strong&gt;Date&lt;/strong&gt; represents a moment of a message creation. It is assigned automatically, but you can change it when needed. &lt;strong&gt;Message sent&lt;/strong&gt; selector shows sending status of the message. After sending, it will be automatically changed to &lt;em&gt;Sent&lt;/em&gt;.&lt;/p&gt;
&lt;p&gt;In the &lt;strong&gt;Subject&lt;/strong&gt; field you specify conventional message subject.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Require read notification&lt;/strong&gt; flag allows to add&amp;nbsp;read confirmation to a message.&amp;nbsp;However, not all e-mail clients support this feature. In addition, message recipient can deny sending confirmation, so it may happen that you would not get it anyway. More to say, including of read notification request into your message may be negatively perceived by a recipient, as it does not seem to be a good tone in mail conversations.&lt;/p&gt;
&lt;p&gt;The rest of space is occupied by the message editing box. Formatting toolbar contains a set of buttons provided by any modern text editor.&lt;/p&gt;
&lt;p&gt;&lt;span&gt;SDL&amp;nbsp;&lt;/span&gt;&lt;span&gt;Trados Business Manager&amp;nbsp;&lt;/span&gt;has extensive mechanism of message templates and variables.&amp;nbsp;To apply one of message templates, click &lt;strong&gt;Apply template text&lt;/strong&gt; on the ribbon and select a template.&lt;/p&gt;
&lt;p&gt;To create a new template, go to &lt;strong&gt;Reference data &amp;gt; Message templates&lt;/strong&gt; and create a new template. Or click &lt;strong&gt;Save as a template&lt;/strong&gt; button on the ribbon to save current message as a template. Template creation process from the reference data table is similar to message composing, so it doe not require additional description.&lt;/p&gt;
&lt;h3&gt;&lt;/h3&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;

&lt;div style="font-size: 90%;"&gt;Tags: mail, mail sender, email&lt;/div&gt;
</description></item><item><title>Composing messages</title><link>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4912/composing-messages/revision/1</link><pubDate>Tue, 16 Jul 2019 13:39:44 GMT</pubDate><guid isPermaLink="false">10acfa76-f078-475b-a7ef-fc5b3e8d2934:5099b6c7-9b52-480e-a173-a8937ac534f4</guid><dc:creator>Eugene Kuchynski</dc:creator><comments>https://uat.community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4912/composing-messages#comments</comments><description>Revision 1 posted to Wiki by Eugene Kuchynski on 7/16/2019 1:39:44 PM&lt;br /&gt;
&lt;p&gt;Try to send test message. Click &lt;strong&gt;Mail sender&lt;/strong&gt; from the &lt;strong&gt;Tools&lt;/strong&gt; tab of the ribbon. Click &lt;strong&gt;New&lt;/strong&gt; to create a new message. Message composing window appears:&lt;/p&gt;
&lt;p&gt;&lt;img src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-02-93/pastedimage1563283937882v1.png" alt=" " /&gt;&lt;/p&gt;
&lt;p&gt;At the top you select &lt;strong&gt;E-mail account&lt;/strong&gt; to use to send a message (default e-mail account automatically selected for new messages). &lt;strong&gt;Date&lt;/strong&gt; represents a moment of a message creation. It is assigned automatically, but you can change it when needed. &lt;strong&gt;Message sent&lt;/strong&gt; selector shows sending status of the message. After sending, it will be automatically changed to &lt;em&gt;Sent&lt;/em&gt;.&lt;/p&gt;
&lt;p&gt;In the &lt;strong&gt;Subject&lt;/strong&gt; field you specify conventional message subject.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Require read notification&lt;/strong&gt; flag allows to add&amp;nbsp;read confirmation to a message.&amp;nbsp;However, not all e-mail clients support this feature. In addition, message recipient can deny sending confirmation, so it may happen that you would not get it anyway. More to say, including of read notification request into your message may be negatively perceived by a recipient, as it does not seem to be a good tone in mail conversations.&lt;/p&gt;
&lt;p&gt;The rest of space is occupied by the message editing box. Formatting toolbar contains a set of buttons provided by any modern text editor.&lt;/p&gt;
&lt;p&gt;BaccS has extensive mechanism of message templates and variables.&amp;nbsp;To apply one of message templates, click &lt;strong&gt;Apply template text&lt;/strong&gt; on the ribbon and select a template.&lt;/p&gt;
&lt;p&gt;To create a new template, go to &lt;strong&gt;Reference data &amp;gt; Message templates&lt;/strong&gt; and create a new template. Or click &lt;strong&gt;Save as a template&lt;/strong&gt; button on the ribbon to save current message as a template. Template creation process from the reference data table is similar to message composing, so it doe not require additional description.&lt;/p&gt;
&lt;h3&gt;&lt;/h3&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;

&lt;div style="font-size: 90%;"&gt;Tags: mail, mail sender, email&lt;/div&gt;
</description></item></channel></rss>