How to Create P2 Secure Templates

P2 Secure Templates allow you to pre-configure file request and file sharing workflows in the Secure File Transport application. Templates streamline the process of collecting files from or sharing files with customers by establishing reusable configurations.

Follow these steps to create a new P2 Secure Template:

• Navigate to the Secure File Transport Application

• Click on the Secure File Templates tab

• Click the New button

• Select the P2 Request Record type to create a template

• Click Next

Template Configuration

• Enter a Template Name according to your business requirement

• Select the Object name on which the P2 Secure File Transport application is configured. For example, if the application is configured on the Contact object, select Contact for Object Name.

Using Dynamic Fields

You can use dynamic fields in templates to automatically populate customer information. Dynamic fields allow you to create more personalized and automated communications.

• Select the field from the parent object in the Select Field dropdown

• Copy the dynamic field reference and paste it in the Email Subject, Email Body, or SMS Message fields to automatically populate customer information

Default Message

This is the welcome message displayed to end users when they first access the P2 Container (the secure file exchange environment). Use this to provide context or instructions for the file request or file sharing process.

Message Configuration

Configure the messages that will be displayed to users when they receive the file request:

• SMS Message: The text message sent to users requesting files

• Email Subject: The subject line of the email notification

• Email Body: The main content of the email notification

You can use dynamic fields in any of these messages to automatically populate customer information.

Follow these steps if you want to send a default request to collect files or send files when creating the P2 Container:

• Create a Secure File Template of type Media Request or Send Media using the steps outlined

• Populate the corresponding template settings

Template Settings

• Default File Request Template: Populate this with a Media Request Template. This will request files with the file tags in the template when the customer opens the P2 Container.

• Default Send File Template: Populate this with a Send Media Template. This will send files attached to the template when the customer opens the P2 Container.

• Click Save

Summary

This document provides comprehensive guidance for setting up P2 Secure Request Templates. Key points to remember:

• Templates streamline file request and sharing workflows

• Dynamic fields can personalize communications using parent object data

• Default templates enable automatic file requests or sending when containers are opened

• Templates can be edited, duplicated, or deleted as needed