Question:

For email notification, an admin can add a Document Message for Legacy Workflows. But for Multi-Document Workflows, which use Object Messages (relate to the Envelope object), what is the alternative Token for ${docName} and ${docNameNoLink} that are available in Document Message?

Answer:

The admin can use ${multiDocDocumentsList} to pull out the Document Name as a Linked list of documents in a Multi-Document Workflow. ${workflowContentsNoLink} can pull out the Document Name as a Non-linked list of documents in a Multi-Document Workflow.

To send Document Messages within Multi-Document workflows, it recommends using Entry Actions on Document Lifecycle States. The admin can follow the steps below to Create Entry Actions:

1. Navigate to Admin --> Configuration --> Document Lifecycles --> [Lifecycle] --> States --> [State] --> Entry Actions.
2. From the Entry Actions tab, click Edit.
3. Click Create Entry Action.
4. Optional: Add conditions to the entry action rule by select Perform with conditions.
5. Under perform actions, select Send a notification.
6. Select Message Template (Document Messages) and Recipients.
7. Click Save. 
   
   

Related Documentation:

• Vault Help Documentation: Object Message Tokens
• Vault Help Documentation: Configuring Document Workflows --> How to Set Up Notifications
• Vault Help Documentation: Defining Document State Entry Actions