request_

awaiting_

review

• When a request submitter clicks the 'Submit' button for the initial request submission and then clicks the 'Confirm' button on the 'Select Approvers' modal.
• When an intermediate approver selects the 'Approve' option for the Activity and then clicks ‘Confirm’
• When the Request Admin changes the request approval to another approver

Approver

cc'd: Approver Collaborator

Request Awaiting Review (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The request, titled <%=request_title%> (<%=request_formatted_id%>), is awaiting your review.

Please click here to access the request.

Please do not reply to this message.

request_

update_

approver

• When a request submitter selects 'Update' while the Activity is in the 'Awaiting Approval' status and confirms action on the 'Confirm Action' modal

Request is Being Updated (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

A request, titled <%=request_title%> (<%=request_formatted_id%>), is currently being updated by the Requesting Employee, <%=request_submitter_name%>. You will not be able to perform any actions on the request until the Requesting Employee completes the update and resubmits the request.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

rejected_

approver

• When an approver selects the 'Reject' option for the Request or Primary Activity and confirms action on the 'Confirm Action' modal the email notification should go to all prior approvers.

Request Rejected (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

A request, titled <%=request_title%> (<%=request_formatted_id%>), has been rejected by <%=request_approver_name%> (<%=approval_group_default_text%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

canceled_

approver

• When a request submitter selects the 'Cancel' option for the Request or Primary Activity and confirms action on the 'Confirm Action' modal

Request Canceled (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The request, titled <%=request_title%> (<%=request_formatted_id%>), has been canceled by the Requesting Employee, <%=request_submitter_name%>.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

approved_

approver

• When the last approver in the flow selects the 'Approve' option for the Activity in the request without recipients and confirms action on the 'Confirm Action' modal. And the request should not have any Mitigation tasks, or the Mitigation Task is canceled.

Request Fully Approved (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,
A request, titled <%=request_title%> (<%=request_formatted_id%>), has been fully approved by <%=request_approver_name%> (<%=approval_group_default_text%>).
Comments:
Please click here to access the request.
Please do not reply to this message.

request_

approved_

with_

conditions_

approver

• When the request is fully approved with Mitigation task (In Progress or Completed).
  The email notification should be sent to all the approvers.
   

Request Approved with Conditions 

Dear <%=email_recipient_name%>,
A request, titled <%=request_title%> (<%=request_formatted_id%>), has been approved with conditions by <%=request_approver_name%> (<%=approval_group_default_text%>).
Comments:
Please click here to access the request.
Please do not reply to this message.

request_

conditions_

added_

approver

• A request was approved and condition (mitigation task) is added to the approved request and all request approvers should be notified

Conditions Added to Request (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The request, titled <%=request_title%> (<%=request_formatted_id%>), has been updated to <%=activity_status%> status due to a mitigation task added by <%=assigner_name%>.

Please click here to access the request.
Please do not reply to this message.

request_

update_

submitter

• When an approver selects the 'Request Update' option for the Request or Primary Activity in the request and confirms action on the 'Confirm Action' modal

Submitter

cc'd:

Editor Collaborator

Update Requested (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

<%=request_approver_name%> (<%=approval_group_default_text%>) has requested an update to your request titled <%=request_title%> (<%=request_formatted_id%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

intermediate_

approval_

submitter

• When an intermediate approver (not the last in the approval flow) selects the 'Approve' option for the Request or Primary Activity and confirms the action in the 'Confirm Action' modal, the submitter will receive an email notification only if the approver includes a comment during the approval.

Submitter

cc'd:

Editor Collaborator

Request Approval Update (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been approved by <%=request_approver_name%> (<%=approval_group_default_text%>), but it is still awaiting full approval.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

rejected_

submitter

• When an approver selects the 'Reject' option for the Request or Primary Activity in the request and confirms action on the 'Confirm Action' modal

Submitter

cc'd:

Editor Collaborator

Request Rejected (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been rejected by <%=request_approver_name%> (<%=approval_group_default_text%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

approved_

submitter

• When the last approver in the flow selects the 'Approve' option for the Activity in the request without recipients and confirms action on the 'Confirm Action' modal. The email notification should be sent to all the approvers (if there no tasks with the “Mitigation“ type in this request).

Submitter

cc'd:

Editor Collaborator

Request Fully Approved (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been fully approved by <%=request_approver_name%> (<%=approval_group_default_text%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

recorded

• When the Request is recorded based on the responses to the questionnaire and a submitter selects the 'Submit' option on the 'Confirmation' modal.

Request Recorded (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been recorded based on the responses to the questionnaire.

Please click here to access the request.
Please do not reply to this message.

request_

approved_

with_

conditions_

submitter

• A request was approved with conditions (mitigation task)

Submitter

cc'd:

Editor Collaborator

Request Approved with Conditions (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,
Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been approved with conditions by <%=request_approver_name%>(<%=approval_group_default_text%>).

Comments:
Please click to access the request.
Please do not reply to this message.

request_

conditions_

added_

submitter

• A request was approved, and conditions (mitigation task) are added to the approved request and submitter should be notified

Conditions Added to Request (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The request, titled <%=request_title%> (<%=request_formatted_id%>), has been updated to <%=activity_status%> status 
due to a mitigation task added by <%=assigner_name%>.

Please click here to access the request.
Please do not reply to this message.

request_

awaiting_

review

Activity

• When a request Submitter clicks the 'Submit' button for initial request submission and then clicks the 'Confirm' button on the 'Select Approvers' modal.
• When an intermediate approver selects 'Approve' option for the Activity and then clicks ‘Confirm.’ 
• When the Request Admin changes the request approval to another approver.

Approver

cc'd: Approver Collaborator

Request Awaiting Review (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The request, titled <%=request_title%> (<%=request_formatted_id%>), is awaiting your review.

Please click here to access the request.
Please do not reply to this message.

request_

update_

approver

Activity

• When a request Submitter selects 'Update' while the Activity is in the 'Awaiting Approval' status and confirms action on the 'Confirm Action' modal

Request is Being Updated (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

A request, titled <%=request_title%> (<%=request_formatted_id%>), is currently being updated by the Requesting Employee, <%=request_submitter_name%>. You will not be able to perform any actions on the request until the Requesting Employee completes the update and resubmits the request.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

rejected_

approver

Activity

• When an approver selects the 'Reject' option for the Request or Primary Activity and confirms action on the 'Confirm Action' modal

Request Rejected (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

A request, titled <%=request_title%> (<%=request_formatted_id%>), has been rejected by <%=request_approver_name%> (<%=approval_group_default_text%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

canceled_

approver

Activity

• When a request Submitter selects the 'Cancel' option for the Request or Primary Activity and confirms action on the 'Confirm Action' modal

Request Canceled (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The request, titled <%=request_title%> (<%=request_formatted_id%>), has been canceled by the Requesting Employee, <%=request_submitter_name%>.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

approved_

approver

Activity

• When the Activity is fully approved and the last approver in the flow selects the 'Approve' option for the last pending Recipient in the Request and confirms action on the 'Confirm Action' modal (and there no tasks with “Mitigation“ type in the request).

Request Fully Approved (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,
A request, titled <%=request_title%> (<%=request_formatted_id%>), has been fully approved by <%=request_approver_name%> (<%=approval_group_default_text%>).
Comments:
Please click here to access the request.
Please do not reply to this message.

request_

approved_

with_

conditions_

approver

Activity

• A request was fully approved (including recipients) with conditions (mitigation task is added) and approvers should be notified. All approvers should be notified

Request Approved with Conditions (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,
A request, titled <%=request_title%> (<%=request_formatted_id%>), has been approved with conditions by <%=request_approver_name%> (<%=approval_group_default_text%>).
Comments:
Please click here to access the request.
Please do not reply to this message.

request_

conditions_

added_

approver

Activity

• A request was approved and a condition (mitigation task) is added to the approved request and approvers should be notified. All approvers should be notified.

Conditions Added to Request (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The request, titled <%=request_title%> (<%=request_formatted_id%>), has been updated to <%=activity_status%> status due to a mitigation task added by <%=assigner_name%>.

Please click here to access the request.
Please do not reply to this message.

request_

parties_

awaiting_

review

Recipient(s)

• When a request Submitter selects 'Submit' option for the Recipient in the 'Update Pending' status and confirms action on the 'Confirm Action' modal
• When a request Submitter selects 'Submit' option for the Recipient in the 'Draft' status and confirms action by clicking on the 'Agree & Submit' button
• When a prior approver selects 'Approve' option for the Recipient in in his queue and confirms action on the 'Confirm Action' modal
• When Activity needs to be approved before the recipient approval can be started

Approver

cc'd: Approver Collaborator

Recipients Updated (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The following Recipients have been updated and are awaiting your review in the request titled <%=request_title%> (<%=request_formatted_id%>):
<%=request_recipient_list%>

Please click here to access the request.
Please do not reply to this message.

request_

parties_

canceled

Recipient(s)

• When a request submitter selects the 'Cancel' option for the Recipient(s) in the request and confirms action on the 'Confirm Action' modal

Approver

cc'd: Approver Collaborator

Recipients Canceled (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The following Recipients have been canceled in the request titled <%=request_title%> (<%=request_formatted_id%>):
<%=request_recipient_list%>

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

parties_

rejected_

approver

Recipient(s)

• When an approver selects the 'Reject' option for the Recipient(s) in the request and confirms action on the 'Confirm Action' modal

Approver

cc'd: Approver Collaborator

Recipients Rejected (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The following Recipient(s) have been rejected by <%=request_approver_name%>  (<%=approval_group_default_text%>) in the request titled <%=request_title%> (<%=request_formatted_id%>):
<%=request_recipient_list%>

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

parties_

update_

approver

Recipient(s)

• When a request Submitter selects 'Update' option for the Recipient(s) in the 'Awaiting Approval' status and confirms action on the 'Confirm Action' modal

Recipients are Being Updated (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Recipients are currently being updated by the Requesting Employee, <%=request_submitter_name%> in the request titled <%=request_title%> (<%=request_formatted_id%>). 
You will not be able to perform any actions on the Recipients until the Requesting Employee completes the update and resubmits these Recipients.

<%=request_recipient_list%>

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

update_

submitter

Activity

• When an approver selects the 'Request Update' option for the Request or Primary Activity in the request and confirms action on the 'Confirm Action' modal

Submitter

cc'd:

Editor Collaborator

Update Requested (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,
<%=request_approver_name%> (<%=approval_group_default_text%>) has requested an update to your request titled <%=request_title%> (<%=request_formatted_id%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

intermediate_

approval_

submitter

Activity

• When an intermediate approver (not the last in the approval flow) selects the 'Approve' option for the Request or Primary Activity and confirms the action in the 'Confirm Action' modal, the submitter will receive an email notification only if the approver includes a comment during the approval.

Submitter

cc'd:

Editor Collaborator

Request Approval Update (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been approved by <%=request_approver_name%> (<%=approval_group_default_text%>), but it is still awaiting full approval.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

rejected_

submitter

Activity

• When an approver selects the 'Reject' option for the Request or Primary Activity in the request and confirms action on the 'Confirm Action' modal

Submitter

cc'd:

Editor Collaborator

Request Rejected (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been rejected by <%=request_approver_name%> (<%=approval_group_default_text%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

approved_

submitter

Activity

• When the Activity is fully approved and the last approver in the flow selects the 'Approve' option for the last pending Recipient in the Request and confirms action on the 'Confirm Action' modal.
• When the last approver in the flow selects the 'Approve' option for the Activity in the request without recipients and confirms action on the 'Confirm Action' modal

Submitter

cc'd:

Editor Collaborator

Request Fully Approved (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,
Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been fully approved by <%=request_approver_name%> (<%=approval_group_default_text%>).
Comments:
Please click here to access the request.
Please do not reply to this message.
 

request_

recorded

Activity

• When the Request is recorded based on the responses to the questionnaire and a submitter selects the 'Submit' option on the 'Confirmation' modal.

Request Recorded (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been recorded based on the responses to the questionnaire.

Please click here to access the request.
Please do not reply to this message.

request_

approved_

with_

conditions_

submitter

Activity

• A request was fully approved (including recipients) with conditions (mitigation task(s) and the submitter should be notified.

Submitter

cc'd:

Editor Collaborator

Request Approved with Conditions (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,
Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been approved with conditions by <%=request_approver_name%>(<%=approval_group_default_text%>).

Comments:
Please click to access the request.
Please do not reply to this message.

request_

conditions_

added_

submitter

Activity

• A request was approved and condition (mitigation task) is added to the approved request and submitter should be notified

Conditions Added to Request (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The request, titled <%=request_title%> (<%=request_formatted_id%>), has been updated to <%=activity_status%> status 
due to a mitigation task added by <%=assigner_name%>.

Please click here to access the request.
Please do not reply to this message.

activity_

approved_

recipients_

pending

Activity

• When the last approver in the flow selects the 'Approve' option for the Activity in the request and confirms action on the 'Confirm Action' modal

Submitter

cc'd:

Editor Collaborator

Activity Approved and Recipients Pending (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The Activity in your request, titled <%=request_title%> (<%=request_formatted_id%>), 
has been fully approved by <%=request_approver_name%> (<%=approval_group_default_text%>), but Recipients may still be awaiting approval.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

parties_

rejected_

submitter

Recipient(s)

• When an approver selects the 'Reject' option for the Recipient(s) in the request and confirms action on the 'Confirm Action' modal

Submitter

cc'd:

Editor Collaborator

Recipients Rejected (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The following Recipient(s) have been rejected by <%=request_approver_name%> (<%=approval_group_default_text%>) in your request titled <%=request_title%> (<%=request_formatted_id%>):
<%=request_recipient_list%>

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

parties_

update_

submitter

Recipient(s)

• When an approver selects the 'Request Update' option for the recipient(s) in the request and confirms action on the 'Confirm Action' modal

Submitter

cc'd:

Editor Collaborator

Recipient Information Requested (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

More information has been requested from <%=request_approver_name%> (<%=approval_group_default_text%>) for 
the following Recipients in your request titled <%=request_title%> (<%=request_formatted_id%>):
<%=request_recipient_list%>

Comments:
Please click here to access the request.
Please do not reply to this message.

recipient_

approval_

update

Recipient(s)

• When an intermediate approver (not the last in the approval flow) selects the 'Approve' option for the Request or Primary Activity and confirms the action in the 'Confirm Action' modal, the submitter will receive an email notification only if the approver includes a comment during the approval.

Submitter

cc'd:

Editor Collaborator

Recipient Approval Update (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The following Recipients in your request, titled <%=request_title%> (<%=request_formatted_id%>), 
have been approved by <%=request_approver_name%> (<%=approval_group_default_text%>), but are still awaiting full approval:
<%=request_recipient_list%>

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

parties_

approved_

submitter

Recipient(s)

• When the last approver in the flow selects the 'Approve' option for the Recipient(s) in the request and confirms action on the 'Confirm Action' modal

Submitter

cc'd:

Editor Collaborator

Recipients Fully Approved (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The following Recipient(s) in your request, titled <%=request_title%> (<%=request_formatted_id%>), have been fully approved:
<%=request_recipient_list%>

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

parties_

none_

left

Recipient(s)

• When all Recipients have been Canceled or Rejected (no Approved Recipients) and a submitter selects the 'Cancel' option for the last active Recipient in the request and confirms action on the 'Confirm Action' modal

Submitter

cc'd:

Editor Collaborator

All Recipients have been Canceled (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has no active or approved Recipients. 
If you would like to continue with this request, add at least one Recipient to the request. 
Otherwise, cancel the request if the Activity is no longer relevant.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

parties_

none_

left_

rejected

Recipient(s)

• When all Recipients have been Canceled or Rejected (no Approved Recipients) and an approver selects the 'Reject' option for the last active Recipient in the request and confirms action on the 'Confirm Action' modal

Submitter

cc'd:

Editor Collaborator

All Recipients have been Rejected (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has no active or approved Recipients. The last Recipient has been rejected by <%=request_approver_name%> (<%=approval_group_default_text%>). 
If you would like to continue with the request, add at least one Recipient to the request. 
Otherwise, cancel the request if the Activity is no longer relevant.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

awaiting_

review

• When a request Submitter clicks the 'Submit' button for initial submission or resubmission of the request and then clicks the 'Confirm' button on the 'Select Approvers' modal.
• When an intermediate approver selects 'Approve' option for the Activity and then clicks ‘Confirm’
• When the Request Admin changes the request approval to another approver

Approver

cc'd: Approver Collaborator

Request Awaiting Review (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The request, titled <%=request_title%> (<%=request_formatted_id%>), is awaiting your review.

Please click here to access the request.
Please do not reply to this message.

request_

update_

approver

• When a request Submitter selects 'Update' while the Activity is in the 'Awaiting Approval' status and confirms action on the 'Confirm Action' modal

Request is Being Updated (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

A request, titled <%=request_title%> (<%=request_formatted_id%>), is currently being updated by the Requesting Employee, <%=request_submitter_name%>. You will not be able to perform any actions on the request until the Requesting Employee completes the update and resubmits the request.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

rejected_

approver

• When an approver selects the 'Reject' option for the Request or Primary Activity and confirms action on the 'Confirm Action' modal

Request Rejected (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

A request, titled <%=request_title%> (<%=request_formatted_id%>), has been rejected by <%=request_approver_name%> (<%=approval_group_default_text%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

canceled_

approver

• When a request Submitter selects the 'Cancel' option for the Request or Primary Activity and confirms action on the 'Confirm Action' modal

Request Canceled (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The request, titled <%=request_title%> (<%=request_formatted_id%>), has been canceled by the Requesting Employee, <%=request_submitter_name%>.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

approved_

with_

conditions_

approver

• A request was approved with conditions (mitigation task(s)) and all approvers should be notified.

Request Approved with Conditions (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,
A request, titled <%=request_title%> (<%=request_formatted_id%>), has been approved with conditions by <%=request_approver_name%> (<%=approval_group_default_text%>).
Comments:
Please click here to access the request.
Please do not reply to this message.

request_

conditions_

added_

approver

• A request was approved and condition (mitigation task) is added to the approved request and all approvers should be notified

Conditions Added to Request (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,
The request, titled <%=request_title%> (<%=request_formatted_id%>), has been updated to <%=activity_status%> status due to a mitigation task added by <%=assigner_name%>.
Please click here to access the request.
Please do not reply to this message.

disclosure_

retired

• Email to Approver when the Submitter selects the Retire option for the disclosure.

Request Retired (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

A request, titled <%=request_title%> (<%=request_formatted_id%>), has been retired by the Requesting Employee, <%=request_submitter_name%>.

Comments:
Please click here to access the request.
Please do not reply to this message.

disclosure_

reviewed_

approver

• Email to all Approvers when Approver selects a final status

Request Reviewed (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

A request, titled <%=request_title%> (<%=request_formatted_id%>), has been reviewed by <%=request_approver_name%> (<%=approval_group_default_text%>) with <%=activity_status%> status.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

update_

submitter

• When an approver selects the 'Request Update' option for the Request or Primary Activity in the request and confirms action on the 'Confirm Action' modal

Submitter

cc'd:

Editor Collaborator

Update Requested (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

<%=request_approver_name%> (<%=approval_group_default_text%>) has requested an update to your request titled <%=request_title%> (<%=request_formatted_id%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

intermediate_

approval_

submitter

• When an intermediate approver (not the last in the approval flow) selects the 'Approve' option for the Request or Primary Activity and confirms the action in the 'Confirm Action' modal, the submitter will receive an email notification only if the approver includes a comment during the approval.

Submitter

cc'd:

Editor Collaborator

Request Approval Update (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been approved by <%=request_approver_name%> (<%=approval_group_default_text%>), but it is still awaiting full approval.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

rejected_

submitter

• When an approver selects the 'Reject' option for the Request or Primary Activity in the request and confirms action on the 'Confirm Action' modal

Submitter

cc'd:

Editor Collaborator

Request Rejected (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been rejected by <%=request_approver_name%> (<%=approval_group_default_text%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

recorded

• When the Request is recorded based on the responses to the questionnaire and a submitter selects the 'Submit' option on the 'Confirmation' modal

Request Recorded (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been recorded based on the responses to the questionnaire.

Please click here to access the request.
Please do not reply to this message.

request_

approved_

with_

conditions_

submitter

• A request was approved with conditions and the submitter should be notified

Submitter

cc'd:

Editor Collaborator

Request Approved with Conditions (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,
Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been approved with conditions by <%=request_approver_name%>(<%=approval_group_default_text%>).

Comments:
Please click to access the request.
Please do not reply to this message.

request_

conditions_

added_

submitter

• A request was approved and conditions (mitigation task) are added to the approved request

Conditions Added to Request (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The request, titled <%=request_title%> (<%=request_formatted_id%>), has been updated to <%=activity_status%> status due to a mitigation task added by <%=assigner_name%>.

Please click here to access the request.
Please do not reply to this message.

disclosure_

cleared_

with_

mitigation

• Email to Submitter when Approver selects “Cleared - With Mitigation”

Request Cleared with Conditions (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been reviewed and cleared with conditions by <%=request_approver_name%> (<%=approval_group_default_text%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

disclosure_

cleared_

without_

mitigation

• Email to Submitter when Approver selects “Cleared - Without Mitigation”

Request Cleared without Conditions (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been reviewed and cleared by <%=request_approver_name%> (<%=approval_group_default_text%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

disclosure_

not_

cleared

• Email to Submitter when Approver selects “Not Cleared”

Request Not Cleared (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been reviewed. 
It was not cleared by <%=request_approver_name%> (<%=approval_group_default_text%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

disclosure_

no_

conflict_

confirmed

• Email to Submitter when Approver selects “No Conflict.”

No Conflict Confirmed for Request (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been reviewed. 
<%=request_approver_name%> (<%=approval_group_default_text%>) has determined that a conflict of interest does not exist at this time. 
Please submit a new request if the circumstances you reported change.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

awaiting_

review

• When a request submitter clicks the 'Submit' button for initial request submission and then clicks the 'Confirm' button on the 'Select Approvers' modal.
• When an intermediate approver selects 'Approve' option for the Activity and then clicks ‘Confirm’
• When the request admin changes the request approval to another approver

Approver

cc'd: Approver Collaborator

Request Awaiting Review (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The request, titled <%=request_title%> (<%=request_formatted_id%>), is awaiting your review.

Please click here to access the request.
Please do not reply to this message.

request_

update_

approver

• When a request submitter selects 'Update' while the Activity is in the 'Awaiting Approval' status and confirms action on the 'Confirm Action' modal

Request is Being Updated (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

A request, titled <%=request_title%> (<%=request_formatted_id%>),  is currently being updated by the Requesting Employee, <%=request_submitter_name%>. You will not be able to perform any actions on the request until the Requesting Employee completes the update and resubmits the request.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

rejected_

approver

• When an approver selects the 'Reject' option for the Request or Primary Activity and confirms action on the 'Confirm Action' modal

Request Rejected (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

A request, titled <%=request_title%> (<%=request_formatted_id%>), has been rejected by <%=request_approver_name%> (<%=approval_group_default_text%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

canceled_

approver

• When a request Submitter selects the 'Cancel' option for the Request or Primary Activity and confirms action on the 'Confirm Action' modal

Request Canceled (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The request, titled <%=request_title%> (<%=request_formatted_id%>), has been canceled by the Requesting Employee, <%=request_submitter_name%>.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

approved_

approver

• When the last approver in the flow selects the ‘Approve' option for the Activity in the request without recipients and confirms action on the 'Confirm Action' modal (request doesn’t have mitigation tasks).

Request Fully Approved (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,
A request, titled <%=request_title%> (<%=request_formatted_id%>), has been fully approved by <%=request_approver_name%> (<%=approval_group_default_text%>).
Comments:
Please click here to access the request.
Please do not reply to this message.

request_

approved_

with_

conditions_

approver

• A request was approved with conditions (mitigation tsk(s)) and all approvers should be notified

Request Approved with Conditions (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,
A request, titled <%=request_title%> (<%=request_formatted_id%>), has been approved with conditions by <%=request_approver_name%> (<%=approval_group_default_text%>).
Comments:
Please click here to access the request.
Please do not reply to this message.

request_

conditions_

added_

approver

• A request was approved and condition (mitigation task) is added to the approved request and all approvers should be notified

Conditions Added to Request (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The request, titled <%=request_title%> (<%=request_formatted_id%>), has been updated to <%=activity_status%> status due to a mitigation task added by <%=assigner_name%>.

Please click here to access the request.
Please do not reply to this message.

third_

party_

questionn

aire_

submitted

• When a Third-Party submits the questionnaire for review by approver

Due Diligence Questionnaire Submitted by Third-Party (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

A due diligence questionnaire has been submitted by <%=request_submitter_name%> 
for the request titled <%=request_title%> (<%=request_formatted_id%>), 
and it is awaiting your review.

Please click here to access the request.
Please do not reply to this message.

third_

party_

questionn

aire_

re_submitted

• When a Third-Party resubmits the request after requesting information by approver

Due Diligence Questionnaire Updated by Third-Party (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

A due diligence questionnaire has been updated by <%=request_submitter_name%> 
for the request titled <%=request_title%> (<%=request_formatted_id%>), 
and it is awaiting your review.

Please click here to access the request.
Please do not reply to this message.

request_

update_

submitter

• When an approver selects the 'Request Update' option for the Request or Primary Activity in the request and confirms action on the 'Confirm Action' modal

Submitter

cc'd:

Editor Collaborator

Update Requested (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

<%=request_approver_name%> (<%=approval_group_default_text%>) has requested an update to your request titled <%=request_title%> (<%=request_formatted_id%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

intermediate_

approval_

submitter

• When an intermediate approver (not the last in the approval flow) selects the 'Approve' option for the Request or Primary Activity and confirms the action in the 'Confirm Action' modal, the submitter will receive an email notification only if the approver includes a comment during the approval.

Submitter

cc'd:

Editor Collaborator

Request Approval Update (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been approved by <%=request_approver_name%> (<%=approval_group_default_text%>), but it is still awaiting full approval.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

rejected_

submitter

• When an approver selects the 'Reject' option for the Request or Primary Activity in the request and confirms action on the 'Confirm Action' modal

Submitter

cc'd:

Editor Collaborator

Request Rejected (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been rejected by <%=request_approver_name%> (<%=approval_group_default_text%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

approved_

submitter

• When the last approver in the flow selects the 'Approve' option for the Activity in the request without recipients and confirms action on the 'Confirm Action' modal

Submitter

cc'd:

Editor Collaborator

Request Fully Approved (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been fully approved.

Comments:
Please click here to access the request.
Please do not reply to this message.

request_

recorded

• When the Request is recorded based on the responses to the questionnaire and a submitter selects the 'Submit' option on the 'Confirmation' modal.

Request Recorded (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been recorded based on the responses to the questionnaire.

Please click here to access the request.
Please do not reply to this message.

request_

approved_

with_

conditions_

submitter

• A request was approved with conditions (mitigation task(s)) and the submitter should be notified

Submitter

cc'd:

Editor Collaborator

Request Approved with Conditions (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,
Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been approved with conditions by <%=request_approver_name%>(<%=approval_group_default_text%>).

Comments:
Please click to access the request.
Please do not reply to this message.

request_

conditions_

added_

submitter

• A request was approved and condition (mitigation task) is added to the approved request and submitter should be notified

Conditions Added to Request (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

The request, titled <%=request_title%> (<%=request_formatted_id%>), has been updated to <%=activity_status%> status 
due to a mitigation task added by <%=assigner_name%>.

Please click here to access the request.
Please do not reply to this message.

request_

third_

party_

blocked_

submitter

• When an approver rejects and engagement and marks a Third-Party as Blocked 

Request Rejected and Third-Party Blocked (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

Your request, titled <%=request_title%> (<%=request_formatted_id%>), has been rejected and the third-party organization has been blocked by <%=request_approver_name%> (<%=approval_group_default_text%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

third_

party_

questionnaire_

needed

• When an approver requests a due diligence questionnaire from the Third-Party

Due Diligence Questionnaire Requested (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,
<% if (!_.isEmpty(organization_official_name)){ %>
<%=tenant_name%> has requested that you complete a due diligence questionnaire on behalf of <%=organization_official_name%>.
<% } else { %>
<%=tenant_name%> has requested that you complete a due diligence questionnaire.
If it is your first time accessing the system, you must first create an account to access the questionnaire.
     Click <a href='<%=base_url%>'>this link</a>, select “Forgot your Password”, and enter your email address
     to receive a verification code to set your password.
     Once set up, then <href='<%=base_url%>/requests/<%=request_id%>/questionnaires/<%=questionnaire_id%>?role=third-party'>click here</a>
     to access the questionnaire.
Please click here to access the questionnaire.
Please do not reply to this message.

update_

requested_

third_

party_

questionnaire

• When an approver requests information from the Third-Party

Due Diligence Update Requested (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,
<% if (!_.isEmpty(organization_official_name)){ %>
<%=tenant_name%> has requested an update for the due diligence information you provided on behalf of <%=organization_official_name%>.
<% } else { %>
<%=tenant_name%> has requested an update for the due diligence information you provided.
<% } %>
<% if (request_approver_comments) { %>
Comments: <%=request_approver_comments%>
<% } %>
Please click here to access the due diligence questionnaire.
Please do not reply to this message.

request_

questionnaire_

canceled

• When an approver cancels a request for information from the Third-Party

Due Diligence Canceled (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,
<% if (!_.isEmpty(organization_official_name)){ %>
<%=tenant_name%> has canceled a due diligence questionnaire (link) you have been requested to complete. The questionnaire is no longer editable.
Please do not reply to this message.

• When the request is expired

To: Submitter, Submitter Collaborators

cc: Approvers, Approver collaborators

reassign_

submitter

• When a Request Admin selects a new Primary Submitter for a request and saves changes. Newly selected Primary Submitter should get the email notification.

Request Submitter Changed (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

<%=request_submitter_name%> has selected you as the new Submitter for the request titled <%=request_title%> (<%=request_formatted_id%>).

Please click here to access the request.
Please do not reply to this message.

order_

assigned

• When edit_edd user places an order 

Order Awaiting Review (<%=order_formatted_id%>)

Dear <%=assignee_name%>,

An enhanced due diligence order, titled <%=order_title%> (<%=order_formatted_id%>), is awaiting your review.

Please click here to access the order.
Please do not reply to this message.

order_

cancelled

• When edit_edd user cancels an order  

Order Canceled (<%=order_formatted_id%>)

Dear <%=assignee_name%>,

An enhanced due diligence order, titled <%=order_title%> (<%=order_formatted_id%>), has been canceled by <%=assigner_name%>.

Please click here to access the order.
Please do not reply to this message.

order_

complete

• When edd_provider completes an order 

Order Complete (<%=order_formatted_id%>)

Dear <%=assigner_name%>,

An enhanced due diligence order, titled <%=order_title%> (<%=order_formatted_id%>), has been completed by <%=assignee_name%>.

Please click here to access the order.
Please do not reply to this message.

collaboration:

collaborator_

added

• When a Submitter or Editor Collaborator shares a request for Collaborations and clicks "Share" button on the 'Manage Collaborators' modal

Editor Collaboration Request (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

<%=request_submitter_name%> has added you as an editor collaborator to the request titled <%=request_title%> (<%=request_formatted_id%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

collaboration:

approver_

collaborator_

added

• When a Approver or Approver Collaborator shares a request for Collaborations and clicks "Share" button on the 'Manage Collaborators' modal

Approver Collaboration Request (<%=request_formatted_id%>)

Dear <%=email_recipient_name%>,

<%=request_submitter_name%> (<%=approval_group_default_text%> approver) has added you as an approver collaborator to the request titled <%=request_title%> (<%=request_formatted_id%>).

Comments:
Please click here to access the request.
Please do not reply to this message.

task_

assigned

• When a task is assigned and submitted.
• When an Automated task is created by System User.
• When a Task Admin updates the task assignee then an existing “Task Assigned“ email should be sent to the new assignee. The email should be the same as when the Assignor is changing an Assignee.

Task Assigned (<%=task_formatted_id%>)

Dear <%=assignee_name%>,

<%=assigner_name%> has assigned you a task, titled <%=task_title%> (<%=task_formatted_id%>). It is due by <%=due_date%>.
<% } else { %>
<%=assigner_name%> has assigned you a task, titled <%=task_title%> (<%=task_formatted_id%>).

Please click here to access the task.
Please do not reply to this message.

task_

completed

• When a task is completed by assignee

Task Completed (<%=task_formatted_id%>)

Dear <%=assigner_name%>,

<%=assignee_name%> has completed a task titled <%=task_title%> (<%=task_formatted_id%>).

Please click here to access the task.
Please do not reply to this message.

task_

updated_

assignee

• When a Task Admin updates anything else, the assignor and assignee should get an email.
• The same email notification should be sent when the Task Assignor updates the task

Task Updated (<%=task_formatted_id%>)

Dear <%=assignee_name%>,

<%=assigner_name%> has updated a task titled <%=task_title%> (<%=task_formatted_id%>).

Please click here to access the task.
Please do not reply to this message.

task_

cancelled_

assignee

• When a task is canceled by the assigner or Task Admin

Task Canceled (<%=task_formatted_id%>)

Dear <%=assignee_name%>,

<%=assigner_name%> has canceled a task titled <%=task_title%> (<%=task_formatted_id%>).

Please click here to access the task.
Please do not reply to this message.

task_

reassigned

• When Task Admin or Task Assignor updates the task assignee then a separate email should be sent to the old assignee

Task Reassigned (<%=task_formatted_id%>)

Dear <%=old_assignee _name%>,

<%=assigner_name%> has reassigned your task <%=task_title%> to <%=assignee_name%>.

Please do not reply to this message.

task_

assignor_

updated

• When Task Admin updates the task assignor, the new assignor should get an email

Task Assignor Updated (<%=task_formatted_id%>)

Dear <%=email_recipient_name%>,
<%=assigner_name%> has made you the assignor of the task <%=task_title%> (<%=task_formatted_id%>).
Please click here to access the task.
Please do not reply to this message.

task_

assignor_

updated_

old

• When Task Admin updates the task assignor, the old assignor should get an email

Task Assignor Updated (<%=task_formatted_id%>)

Dear <%=old_assigner_name%>,

<%=user_name%> has removed you as the assignor of the task <%=task_title%>.

Please do not reply to this message.

screening:

potential_

matches

• Email to Screening Reviewers when updates are received from Ongoing Screening

Action Required: Potential Screening Matches (<%=party_name%>)

There are new screening results associated with <%=party_name%> that need to be resolved.

Please click here to view and resolve the results.
Please do not reply to this message.

analyst_

review_

completed

• When the Screening with Analyst Review is completed and approvers with appropriate privilege can review the screening results.

Screening Analyst Review is Completed

The screening analyst review process is completed for <%=party_name%> in request titled <%=request_title%> <%=request_formatted_id%>.

Please click here to access the request.

Please do not reply to this message.  

reminders:

summary

• This is a reminder email containing a summary of action items for the user

Reminder: Your Action is Needed

Dear <%=email_recipient_name%>,

This is a reminder that you have one or more pending items requiring your action. Below is a summary.

<% if (user_pending_tasks_list.length > 0) { %>

Tasks:

<%for (const task of user_pending_tasks_list) { %>

<% if (task.due_date) { %>

<%=task.task_title%> (<%=task.task_formatted_id%>) due by <%=task.due_date%>
<% } else { %>

<%=task.task_title%> (<%=task.task_formatted_id%>)<% } %>

<% } %>

<% if (more_task_reminders > 0) { %>

You have <%=more_task_reminders%> more tasks requiring action.

<% } %>

<% } %>

<% if (user_pending_approvals_list.length > 0) { %>

Approvals:

<%for (const approval of user_pending_approvals_list) { %>

<%=approval.request_title%> (<%=approval.request_formatted_id%>)  submitted by <%=approval.request_submitter_name%>
<% } %>

<% if (more_approval_reminders > 0) { %>

You have <%=more_approval_reminders%> more approvals requiring action.

<% } %>

<% } %>

<% if (user_pending_submissions_list.length > 0) { %>

Submissions:

<%for (const submission of user_pending_submissions_list) { %>

<%=submission.request_title%> (<%=submission.request_formatted_id%>) 
<% } %>

<% if (more_submission_reminders > 0) { %>

You have <%=more_submission_reminders%> more submissions requiring action.

<% } %>

<% } %>

<% if (user_pending_reviews_list.length > 0) { %>

Reviews:

<%for (const review of user_pending_reviews_list) { %>

<%=review.review_title%> (<%=review.review_formatted_id%>) 
<% } %>

<% if (more_review_reminders > 0) { %>

You have <%=more_review_reminders%> more reviews requiring action.

<% } %>

<% } %>

<% if (user_pending_campaigns_list.length > 0) { %>

Campaigns:

<%for (const campaign of user_pending_campaigns_list) { %>

<%=campaign.campaign_title%> (<%=campaign.campaign_formatted_id%>)  due by <%=campaign.due_date%>
<% } %>

<% if (more_campaign_reminders > 0) { %>

You have <%=more_campaign_reminders%> more campaigns requiring action.

<% } %>

<% } %>

Please do not reply to this message.

• When a user is assigned to a Campaign

• User requested a pdf of a request, review, task or other entity that is generated from the backend. PDF is attached in the email

PDF for <%=entity_formatted_id%>

Dear <%=email_recipient_name%>,

We have finished preparing your PDF of <%=entity_formatted_id%>. The PDF has been attached to this email.

Please do not reply to this message.