E-mail Repository

Specifies the original, or source, location of the file to attach to your e-mail.



How to Start

  1. Log in to AgilePoint NX.
  2. Click Build Apps .
  3. Create an Application or Open an Application
  4. On the Organizer, do one of these:
  5. In the Process Builder, in the My Application pane, expand your application, and click E-mails.
  6. Do one of these:
    • To create an e-mail template, click New .
    • To change an e-mail template, click the template, and click Edit .
  7. On the Content tab, click Open Repository.

Fields

Field Name Definition

SharePoint

Function:
Specifies that the source location for your attachment file is SharePoint.

To select your file in the source location, complete the fields on E-mail Repository (SharePoint).

One Drive

Function:
Specifies that the source location for your attachment file is OneDrive.

To select your file in the source location, complete the fields on E-mail Repository (OneDrive).

Box

Function:
Specifies that the source location for your attachment file is Box.

To select your file in the source location, complete the fields on E-mail Repository (Box).

Dropbox

Function:
Specifies that the source location for your attachment file is Dropbox.

To select your file in the source location, complete the fields on E-mail Repository (Dropbox).

Google Drive

Function:
Specifies that the source location for your attachment file is Google Drive.

To select your file in the source location, complete the fields on E-mail Repository (Google Drive).

Salesforce

Function:
Specifies that the source location for your attachment file is Salesforce.

To select your file in the source location, complete the fields on E-mail Repository (Salesforce).