Custom Messages | SideDrawer

Custom Messages are the templates for all email notifications that can be sent to clients/users from your SideDrawer environment

From the Settings > Custom Messages menu in your Console, you can:

View all notification templates
Toggle templates on or off, to activate/deactivate each message in our environment
Preview each template to see how it will appear to a client/recipient
Check descriptions of each template to see what audience it's sent to, what triggers it, and the email subject line
Edit the content of each message template using an html interface
View each message in multiple languages, to customize translation

The Custom Messages Menu

In your Console, select Settings > Custom Messages to access this menu

Use the Search/Filter bar at the top to search messages by name or keyword

At the top right, there are 3 menu controls:

The Language Filter lets you select one or more languages, and view only the messages in that language/those languages:
The Menu Filter lets you select which fields will appear in the Custom Messages menu:

We recommend leaving ID and Description turned off -
ID is the unique metadata identifier for each Custom Message, which you don't need to see displayed
Description is a summary of the message - useful, but it takes up a lot of space in the menu
The description of each message is also displayed when you select a message and click to view its details
The Download button lets you download a CSV file with all the menu details, showing all the messages, as well as which ones are activated or deactivated.

This can be useful if you plan to change these settings periodically, as the CSV will give you a time-stamped 'snapshot' of the state of the messages at a given time/date

Activating and Deactivating Message Templates

Use the toggles in the Custom Messages Menu to activate or deactivate templates
You can turn off any templates that you don't want to use, by clicking the toggle to the inactive position

Remember that these controls are set at the environment level, meaning that turning a template off means that it is deactivated for all clients

The descriptions of each message, below in this article, include our recommendations for which templates to deactivate and which to keep active

Message Details and Editing

To view and edit the details of a message, click on the 3 dots to the right of the message, and select Modify this template

The Message Template screen shows you:

Template details: the system name and language for this message template
Title Parameters: any metadata elements that will appear in the email subject line
For example, the Activity Summary email, showing Timeline notifications, includes the SideDrawer name in the email subject line
Body Parameters: any metadata elements that will appear in the email body
For example, the Invitation Email includes the client's name, the name of the SideDrawer they're invited to, and the name of the user or admin that invited them
Enable this message: the toggle to activate or deactivate this message template
Description: summary of the purpose of this message, when it will be sent and to whom
Custom Sender Name: lets you customize the sender name as it appears in the email
By default, the Sender Name is the name of the user who triggered the email, so customization lets you select a business name or admin name that will appear consistently
Message subject line: shows the subject line for this message as it will appear in the recipient's email
Preview: Click this button to see a text-only version of the message as it will appear in an email:

Any metadata elements will appear in double brackets - in the example above, the first line would fill the recipient's name, and the lines below would add the name of the SideDrawer owner, and the SideDrawer name

Editing Message Templates

The Template Body shows the message template in an html interface.

You can edit the message directly in this screen, by adding, deleting, or adjusting the text and codes:

Use the vertical slider on the right to move up or down in the message body, and the horizontal slider at the bottom to slide left or right

Clicking into a text line will let you edit the text of the message

You can use html code to change format - font, colour, spacing

As you edit, you can use the Preview button to see what the email will look like to clients

If you make an error and need to reset to the previous version, select Cancel

Once your edits are complete, click Submit to finalize the changes

If you want to edit message contents, but you're not comfortable with html, let us help!
Contact our team at [email protected], and we can assist

Note that customization support is only available for Premium and Business subscriptions

Message Templates

This section provides descriptions of each message template, including details on when each message is sent out, and who it's sent to

These emails are sent when a user is added, whether to a SideDrawer, to a Record, or to the Console in the case of admin users

All invitations have similar content, but the system manages them as separate templates, corresponding to different kinds of users and different kinds of access

Message Templates List

Message Name	Description	Sent to:	Sent when:
Activity Summary	List of all actions in the SideDrawer - files uploaded, files deleted, Records created, Collaborators added, etc.	All Collaborators at the SideDrawer level	Every 2 hours, if there is new activity in the SideDrawer

Recommendation: keep this message active - this will give your users updates on activity in the SideDrawer, and will let you know when they have uploaded files
Note that users won't receive notifications about their own activities, only those of other Collaborators

Message Name	Description	Sent to:	Sent when:
Activity Summary Message	List of all actions in the SideDrawer - files uploaded, files deleted, Collaborators added, etc.	Not sent - this log is used to generate the Activity Summary

Recommendation: keep this message active - it doesn't go out to clients, but it's the basis for the Activity Summary

Message Name	Description	Sent to:	Sent when:
Activity Summary Message (full details)	List of all actions in the SideDrawer - files uploaded, files deleted, Collaborators added, etc.	Not sent - this log is used to generate the Activity Summary

Recommendation: keep this message active - it doesn't go out to clients, but it's the basis for the Timeline in each SideDrawer

Message Name	Description	Sent to:	Sent when:
Collaboration Summary	List of all Collaboration invitations a user receives	A user who has been invited to Collaborate with multiple SideDrawers	Every hour, only if there are multiple invitations for a single user

Recommendation: keep this message active - it will rarely be used, but if a user is invited to collaborate on multiple Records, or multiple SideDrawers, they will get one combined message instead of separate notifications

Message Name	Description	Sent to:	Sent when:
Collaboration Summary Message	List of all Collaboration invitations a user receives	Not sent - this log is used to generate the Activity Summary

Recommendation: keep this message active - it doesn't go out to clients, but it's the basis for the Collaboration Summary

Message Name	Description	Sent to:	Sent when:
Direct Message	Placeholder - to be determined when Direct Message functionality is implemented	Recipient of a Direct Message in SideDrawer	A user sends a Direct Message to another Collaborator in SideDrawer

Recommendation: leave this message turned off for now - the Direct Message function hasn't been implemented yet

Message Name	Description	Sent to:	Sent when:
File Batch Delivery direct message	Advises users when Batch Delivery is used to add a file to the SideDrawer (e.g. quarterly statement delivery)	Any user who receives a file from the Batch Delivery	When you use Batch Delivery to send files to clients' SideDrawers

Recommendation: Optional - keep this message active if you use Batch Delivery for quarterly statements or other files.
If you don't use Batch Delivery, you can turn this one off

Message Name	Description	Sent to:	Sent when:
Invitation Email	Invites a user to Collaborate with a SideDrawer For most users, this will be their first email from SideDrawer, which they will use to register	First-time SideDrawer user invited to Collaborate with a SideDrawer	Collaborator is added from the front-end app

Recommendation: Strongly recommend keeping this message active
If you're inviting your clients as Collaborators with Editor-level access, this will be the email sent when they invite other Collaborators to the SideDrawer

Message Name	Description	Sent to:	Sent when:
Invitation Email (for Salesforce Communities)	Invites a user to the SideDrawer platform (can be a SideDrawer invitation, Record-only, or admin user), if the invitation originates from Salesforce	First-time SideDrawer user invited to Collaborate with a SideDrawer, Record, or Console	Any time you're logged into Salesforce, and use the SideDrawer integration to add a user.

Recommendation: Optional - definitely keep this message active if you're using SideDrawer through a Salesforce integration.
If you're not using Salesforce, you can leave this one turned off

Message Name	Description	Sent to:	Sent when:
Invitation Email (no SideDrawer)	Invitation email for Admin Users, or for Team members who don't have access to a SideDrawer	Admin Users, members of Teams that haven't been added to SideDrawers yet	When the Admin User or Team Member is added in the Console

Recommendation: Optional - turn off if your Admin Users and Team Members already know how to access SideDrawer
Keep on if it's helpful for them to get an email reminder

Message Name	Description	Sent to:	Sent when:
Invitation Email (with Invitation Code)	Invites a user to Collaborate with a SideDrawer For most users, this will be their first email from SideDrawer, which they will use to register	Client invited to Collaborate on a SideDrawer	A Collaborator is added during SideDrawer creation, from the Console

Recommendation: Strongly recommend keeping this message active
If you're inviting your clients as Collaborators, this will be the email they receive to advise them of their SideDrawer, and to direct them to the registration page
When the client clicks on the link from this Invitation, their email address will automatically populate in the Registration Page

Message Name	Description	Sent to:	Sent when:
Invitation Email for End User (SideDrawer with License)	Invitation email sent to users who are Owners of a licensed SideDrawer	Clients who are owners of a licensed SideDrawer	License is assigned to a client in the Console

Recommendation:
If your subscription is per license, keep this message active, as it will go out to your users when you assign their license
If your subscription is per user, keep this message turned off, since you will be inviting clients as Collaborators, not Owners

Message Name	Description	Sent to:	Sent when:
Invitation Email for End-User (SideDrawer with No License)	Invitation email sent out to users added as Owners of a non-licensed SideDrawer	Clients who are Owners of a non-licensed SideDrawer	SideDrawer is created in Console, and client is assigned as Owner

Recommendation: Leave this message turned off - if your subscription is per user, you won't need this one, and if your subscription is per license, only turn this notification on if you are also providing non-licensed SideDrawers to some clients

Message Name	Description	Sent to:	Sent when:
Multi Factor Authentication (Email)	Provides users with MFA code if they don't have a phone/Authenticator set up	SideDrawer user who does not have MFA set up through phone or Authenticator	User logs in to SideDrawer, based on their Security settings

Recommendation: Optional
Most users will have MFA set up through their phone or Authenticator App, and will not need this message

Message Name	Description	Sent to:	Sent when:
New Info Request	Advises clients that there is a new Info Request for them to fill out	Collaborators at SideDrawer level who can fill out an Info Request	A new Info Request is sent from Console to the SideDrawer

Recommendation: Keep this message active
The notification will inform users of the Info Request and navigate them to the SideDrawer, to help them fill it out as soon as possible

Message Name	Description	Sent to:	Sent when:
New SideDrawer Created	Advises that a new SideDrawer has been created	SideDrawer Owner	SideDrawer is first created

Recommendation: Turn this message off
If your subscription is per user, you are the SideDrawer Owner, and you don't need an email notification
If your subscription is per license, you may want this notification, but you'll most likely use the License or Collaborator notification for clients

Message Name	Description	Sent to:	Sent when:
Record Access Received	Advises users that they've been invited to Collaborate on a Record level	SideDrawer user who has been invited as a Record-level Collaborator	Record-level Collaboration permission is set up through the front-end app

Recommendation: Optional
Turn this message off if you already have the Collaboration Summary enabled
Keep this message active if you do not have Collaboration Summary enabled

Message Name	Description	Sent to:	Sent when:
Reminder Notification	Notification message accompanying a Reminder in the SideDrawer	Collaborators on the SideDrawer selected by the user creating the Reminder	User creates a Reminder in the SideDrawer, and sends it right away

Recommendation: Keep this message active
Reminders are much more effective when they also include an email notification

Message Name	Description	Sent to:	Sent when:
Scheduled Reminder Notification	Notification message accompanying a Scheduled Reminder in the SideDrawer	Collaborators on the SideDrawer selected by the user creating the Reminder	User creates a Reminder in the SideDrawer, and schedules it for a later delivery

Recommendation: Keep this message active
Reminders are much more effective when they also include an email notification

Message Name	Description	Sent to:	Sent when:
Share File Notification	Notification message sent when one Collaborator shares a file with another Collaborator	Collaborators on the SideDrawer receiving the shared file	User shares a file with one or more Collaborators in a SideDrawer

Recommendation: Keep this message active
The Share File function works best when it includes an email notification

Message Name	Description	Sent to:	Sent when:
SideDrawer Access Received	Message advising an existing user that they've been added as a Collaborator on a SideDrawer	Registered users who have been added to a new SideDrawer	User is added as a Collaborator at the SideDrawer level to another user's SideDrawer

Recommendation: Optional
Keep this message active if you do not have Collaboration Summary enabled
If Collaboration Summary is enabled, this message can be deactivated

Message Name	Description	Sent to:	Sent when:
Simple File Request Notification	Message accompanying a Simple File Request	Collaborator receiving the File Request	User creates a Simple File Request in the SideDrawer

Recommendation: Keep this message active
Simple File Request works best when there is an email notification to inform the Collaborator of the request

Message Name	Description	Sent to:	Sent when:
Vault Invitation Email	Invitation for users who are the primary user on a Vault	Primary user of a Vault	Vault is first created, with at least one SideDrawer included

Recommendation: Optional
Keep this message active if you are using the Vault feature for clients
If you are not assigning Vaults to clients (only individual SideDrawers), leave this message turned off

Message Name	Description	Sent to:	Sent when:
Welcome Email	Welcome message introducing new users to SideDrawer	New users who have set up a SideDrawer account	Sent after a new user registers their account for SideDrawer

Recommendation: Keep this message active
The Welcome Email is a useful confirmation that the client has completed registration and can now access SideDrawer