Skip to main content
Supply Chain Compliance (SCC)
Search
Search ONESOURCE Global Trade Support Help and Support.

This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Supply chain compliance

E-mail Templates

To view the
Questionnaire Email Template
 screen, use the
Questionnaire
 menu. This screen shows a list of all the e-mail Templates that can be selected when sending Questionnaires and Corrective Actions.
You can create as many different versions of the templates as you choose for sending with Questionnaires and to accompany Corrective Actions. You can also create
Completed Questionnaire
 e-mail templates to be automatically sent to business partners on completion of a Questionnaire.
important
The e-mail address that will populate the
From Address
 line on any e-mails sent out is the address configured on the
Default Email
 field on the
Company Profile
 screen. If there is an interest to change it, contact professional services or support for more information.
If the Corrective Action functionality is being utilized, you should ensure at least one
Corrective Action
 template is stored in the system.
You can elect to view either Active, Archived, or All templates by choosing a selection from the
Status
 drop-down at the top left of the grid.

Archiving a Template

To archive a template.
  1. Choose a template from the
    Questionnaire Email Templates
     screen and check its corresponding box in the
    ID
     column.
  2. Click
    Archive Checked
    .

Modifying an Existing Template

To modify an existing template.
  1. Choose a template from the grid to be modified.
  2. Click the desired template’s name.
    Clicking on the template name will open the “Edit Questionnaire Email Template” screen with the selected template’s data prepopulated in the fields.
  3. Make any necessary changes.
  4. Click
    Save
    .
The following validation message will appear at the top of the screen:

Creating a New Template

To create a new template.
  1. Click
    Add Template
     to open a blank
    Edit Questionnaire Email Template
     screen.
  2. Use the data entry fields to create the template.
  3. Click
    Save
    .
A default Questionnaire can be attached to an e-mail template by selecting the Questionnaire from the Questionnaire Name drop down menu, but it does not limit the e-mail template to only be sent with that Questionnaire.
The following validation message will appear at the top of the screen:

Email Attachments

Attachments can be stored to an e-mail template so they can accompany that email when it is sent.
To include attachment(s) with an e-mail template.
  1. Click the
    Choose File
     button.
  2. Browse to locate the file attachment.
  3. Click
    Add
    .