diff --git a/docs/user_guide/bank/distribution_mailer_Preview.md b/docs/user_guide/bank/distribution_mailer_Preview.md new file mode 100644 index 0000000000..259317dc2b --- /dev/null +++ b/docs/user_guide/bank/distribution_mailer_Preview.md @@ -0,0 +1,19 @@ +From: info@organization.org + +To: requester@partner.org + +Cc: contact@partner.org, pickup@partner.org + +Subject: Distribution Notice from Community Diaper Bank + +Attachments: Hope Shelter 2026-08-29.pdf + +Hello Hope Shelter, + +Your upcoming diaper distribution is scheduled to be picked up on 08/29/2026. + +Notes/Comments: + +Please use the rear loading dock between 9 AM and 12 PM. + +A copy of your packing slip is attached to this email as a PDF. \ No newline at end of file diff --git a/docs/user_guide/bank/organization_mailer_preview.md b/docs/user_guide/bank/organization_mailer_preview.md new file mode 100644 index 0000000000..7a415c97c5 --- /dev/null +++ b/docs/user_guide/bank/organization_mailer_preview.md @@ -0,0 +1,13 @@ +From: Please do not reply to this email as this mail box is not monitored — Human Essentials + +To: admin@humanessentials-bank.org + +Subject: [Action Required] Approval requested for Hope Family Center + +Partner Approval Request + +Hope Family Center has submitted an application to become an active partner with Community Essentials Bank. + +Please review their profile, documentation, and partner agency application details in your dashboard before approving or denying the request. + +Review Partner Application → \ No newline at end of file diff --git a/docs/user_guide/bank/partner_mailer_preview.md b/docs/user_guide/bank/partner_mailer_preview.md new file mode 100644 index 0000000000..479901e38d --- /dev/null +++ b/docs/user_guide/bank/partner_mailer_preview.md @@ -0,0 +1,31 @@ +# Update Information + +From: Please do not reply to this email as this mail box is not monitored — Human Essentials + +To: contact@partneragency.org + +Subject: [Action Required] Please Update Your Agency Information + +Annual Agency Recertification + +Hello Hope Community Outreach, + +It is time to update your annual partner agency information and document submission for Community Essentials Network. + +Keeping your contact info, distribution locations, and served population numbers current ensures uninterrupted diaper and essentials requests. + + + +# Application Approved + +From: Please do not reply to this email as this mail box is not monitored — Human Essentials + +To: contact@partneragency.org + +Subject: Application Approved + +Welcome to the Partner Network! + +Great news! Your partner application for Hope Community Outreach has been approved by Community Essentials Network. + +You can now log into your partner portal account, manage authorized request staff, and submit distribution order requests. diff --git a/docs/user_guide/bank/readme.md b/docs/user_guide/bank/readme.md index 2ea65aa961..db2d2f23ee 100644 --- a/docs/user_guide/bank/readme.md +++ b/docs/user_guide/bank/readme.md @@ -69,3 +69,11 @@ This user guide is meant for users of Human Essentials at essentials banks. 10. [But I need to do something different!](asking_for_changes.md) 11. Special Topics 1. [Custom Units](special_custom_units.md) +12. Emails + 1. [Distribution Mailer](distribution_mailer_Preview.md) + 2. [Organization Mailer](organization_mailer_preview.md) + 3. [Partner Mailer ](partner_mailer_preview.md) + 4. [Reminder Deadline Mailer](reminder_deadline_mailer_preview.md) + 5. [Request Mailer](request_mailer_preview.md) + 6. [Requests Confirmation Mailer](requests_confirmation_mailer_preview,md) + 7. [User Mailer](user_mailer_preview.md) \ No newline at end of file diff --git a/docs/user_guide/bank/reminder_deadline_mailer_preview.md b/docs/user_guide/bank/reminder_deadline_mailer_preview.md new file mode 100644 index 0000000000..cc11f6be36 --- /dev/null +++ b/docs/user_guide/bank/reminder_deadline_mailer_preview.md @@ -0,0 +1,17 @@ +From: + +To: + +Subject: Community Essentials Bank Deadline Reminder + +Upcoming Request Deadline + +Hello Community Outreach Program, + +This is a friendly reminder from Community Essentials Bank regarding your upcoming monthly order window. + +All distribution requests and inventory reports must be submitted prior to the deadline: + +Deadline Date: September 05, 2026 + +Any requests submitted after this cutoff will be deferred to the following distribution cycle. \ No newline at end of file diff --git a/docs/user_guide/bank/request_mailer_preview.md b/docs/user_guide/bank/request_mailer_preview.md new file mode 100644 index 0000000000..3b1b716e58 --- /dev/null +++ b/docs/user_guide/bank/request_mailer_preview.md @@ -0,0 +1,20 @@ +From: + +To: + +Subject: Your essentials request (#1042) has been canceled. + +Hello Community Outreach Program, + +Your essentials request (#1042) with Community Essentials Bank has been canceled. + +Canceled Items Summary: +| Item Name | Quantity | +| --- | --- | +| Disposable Diapers (Size 4) | 500 | +| Disposable Diapers (Size 5) | 350 | +| Pull-ups (2T–3T) | 200 | +| Wipes (Unscented, Packs) | 120 | + +If you believe this cancellation was made in error or you need to submit a replacement request, please reach out to Community Essentials Bank directly or visit the partner portal. + diff --git a/docs/user_guide/bank/requests_confirmation_mailer_preview,md b/docs/user_guide/bank/requests_confirmation_mailer_preview,md new file mode 100644 index 0000000000..231834c992 --- /dev/null +++ b/docs/user_guide/bank/requests_confirmation_mailer_preview,md @@ -0,0 +1,21 @@ +From: + +To: jane.doe@familyoutreach.org + +Cc: contact@familyoutreach.org, admin@communityessentialsbank.org + +Subject: Community Essentials Bank - Requests ConfirmationRequest Received + +Hello Jane Doe (Family Outreach Services), + +Thank you for submitting your distribution order with Community Essentials Bank. We have received your request and our warehouse team is reviewing it. + +Requested Items Summary: +| Item Name | Quantity | +| --- | --- | +| Disposable Diapers (Size 5) | 400 | +| Disposable Diapers (Size 6) | 250 | +| Pull-ups (3T–4T) | 300 | +| Wipes (Unscented, Packs) | 220 | + +You will receive an update once your request has been reviewed, approved, and scheduled for pickup or delivery. \ No newline at end of file diff --git a/docs/user_guide/bank/user_mailer_preview.md b/docs/user_guide/bank/user_mailer_preview.md new file mode 100644 index 0000000000..fa988aa294 --- /dev/null +++ b/docs/user_guide/bank/user_mailer_preview.md @@ -0,0 +1,43 @@ +# Single Role Added + +From: + +To: + +Subject: Role Added + +Access Updated + +Hello Alex Smith, + +You have been granted new permissions for Community Essentials Bank. + +New Role Assigned: + +Partner Admin + +You can now access the administrative tools and member settings associated with this role in your portal account. + + + +# Multiple Roles Added + +From: + +To: + +Subject: Roles Added + +Access Updated + +Hello Alex Smith, + +You have been granted new permissions for Community Essentials Bank. + +New Roles Assigned: + +Inventory Manager + +Report Viewer + +You can now access the features and tools associated with these roles in your portal account. \ No newline at end of file