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Add link to email samples from the User Guide #5694
We send several different emails, let's give Bank Organizations previews!
Background references, notes
We send a variety of emails, including some that can be customized and ones that can be enable/disabled. For each of these it'd be good to show a sample of what this email will look like.
For each email we send:
From the place where that email is configured or sent
Link to the User Guide with a pre-created sample of what the email looks like
If there is an enable/disable option, place the link near that option
For example, when creating a partner we ask "Do you want this partner to receive emails for distributions and reminders from the system?". Add a link to the User Guide next to that which shows what the email will look like in general
For each email, trigger the email in your development environment locally and copy/paste that into the User Guide
Optional/Experimental: Write a script that generates a page (or pages) in the User Guide with the emails; consider triggering a PR-create process from a github action
Criteria for completion / testing needs
Enumerate email sends
For each email ensure the User Guide has a sample output of the email
For each email link to the User Guide from where the email is configured or sent
Add a request spec that verifies that the links work (are not dead)
The markdown files have previously been created and added to the docs, this ticket is for adding links to the docs where the emails would be sent
Activity
github-actions commentedon Sep 29, 2026
This issue is marked as stale due to no activity within 30 days. If no further activity is detected within 7 days, it will be unassigned.
github-actions commentedon Oct 6, 2026
Automatically unassigned after 7 days of inactivity.