Create message

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This controller is used to create SMS or Email messages of different types with default or custom text, input parameters and other configurations.

When pressing “Message” controller in the workflow the message settings panel will be opened at the right side.

General settings

Id	ID has a unique value that is automatically generated by the system.
Name	Default name “Message” can be changed by the user to another value. The name is shown under the controller in the workflow and with a unique value it is easy to distinguish it from others.

This screen is used to add input parameters to the message controller from the previous controllers or from the form.

Add input specification	Press “+” icon to add a new input parameter.
Id	ID of the input parameter. The value is automatically generated by the system and is unique for the specific controller.
Name	Name of the input parameter.
Source	Source of the input parameter. Can be any of the previous controllers or the session result from the form.
Type	Type of the input parameter. Default: Any
Required	Required or not. Default: No

Example of the input parameter from the Start event:

Example of the input parameter from the Form Result of the client session:

This screen is used to configure the kind of message, recipients, message text etc.

Select the kind of the message: SMS or Email. Parameters of the window will vary according to the selected kind.

Email message settings

Kind	Select the kind of the message Email for email message.
Sender	Select the sender from the list defined in the system. Default: support@cellosign.com
Priority	Select the priority of the email. Default: Normal
Add recipient	Press “+” icon to add the fields for the recipients emails according to the number of recipients.
Recipients	Add the email address to the field or select the input parameter from the list.
Add CC	Press “+” icon to add the recipients to send a copy of the email.
Add BCC	Press “+” icon to add the recipients to send an invisible copy of the email.
Subject	Add the subject of the email
Body template	Select the body template: – “Invitation” is the email that will include the link of the form for the recipient to sign and complete. – “Archive to rep” is the archive email, that will be sent to the agent after the form completion. – “Signed document” is the email to the client with the signed copy of the form. – “Default” is the email that will include only the Body text.
Body text	Add body text. If not added, default text will be sent.
Session for invitation	Select the session for invitation.

SMS message settings

Kind	Select the kind of the message SMS for phone message.
Sender	Select the sender from the list defined in the system.
Add recipient	Press “+” icon to add the fields for the recipients phone numbers according to the number of recipients.
Recipients	Add the phone number to the field or select the input parameter from the list.
Body type	Select the body type: – “Invitation” is the SMS message that will include the link of the form for the recipient to sign and complete. – “Inline template” is the SMS message that will include only the Body text.
Body text	Add body text that will be sent in the SMS message.
Session for invitation	Select the session for invitation.