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    Configure stamp templates
    • 11 Oct 2022
    • 2 Minutes to read
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    Contents

    Configure stamp templates

    • Updated on 11 Oct 2022
    • 2 Minutes to read
    • Contributors
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    Article Summary

    This article applies to BOOST EMPOWER licenses

    Purpose of the article

    The functionality of tampon makes it possible to apply an efficient automation of emails and their classification. This article shows you how to configure buffer templates.

    Prerequisite

    To be able to do this, you must have administrator rights.

    Although optional, it is recommended to create correspondence and document cards to allow optimal configuration of the stamps.

    Configuration

    Go to the application settings and select the stamp templates tab. Then create a new template by clicking Add Buffer Template.

    Cooperlink prompts you to give your model a name and description.

    Recommendation
    We recommend that you create one or more global buffers for your organization. If some specific projects require special configuration, you can create a suitable template by adding a new template.


    Add a buffer

    Once the template is created, you will then be prompted to create the configuration for each buffer. Then click Add Buffer.

    A dialog window opens. Specify the label (that is, the name displayed to the user). Define a unique key and destination directory for the exported files. Buffers are hierarchical. It is therefore possible to specify its parent stamp.

    You do not want to export the email or its attachments
    In this case, leave the destination directory blank. Only metadata will therefore be applied.


    Key Naming Advice
    The name of the keys is in free format. However, we recommend using the following format:
    • For organization-level keys: stamp_<modèle_organisation>_<nom_explicite_tampon>
    • For project-level keys: stamp_<nom_projet>_<nom_explicite_tampon>


    Configure default values for metadata

    Cooperlink allows you to enrich documents and correspondence using metadata. These are presented in the form of cartes to form a kind of identity document of the element.

    When a buffer is applied, it is possible to propose default values for the metadata of the different cards. To do this, click Add Field. Select the desired field and specify the default value to apply.

    Metadata Information
    Metadata is uniquely defined in Cooperlink by a key. This means that the same key can be used within multiple cards. So you select the metadata key you want to use.

    Each metadata is defined by a type of value (e.g. free text, numeric or value list). The value to be applied therefore depends on the type of metadata.

    After the metadata is configured, the buffer configuration screen is presented as follows (two examples):

    Then move up one level to get an overview of all the buffers configured in that template.

    Configure spaces

    Congratulations, you have created buffer templates. Now you have to indicate for each project the stamp you want to use. The procedure is explained in Article Configure a workspace for use with stamps.

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