Auto-Fill Email

Instantly populate emails with live voyage data. Auto-Fill Email connects to systems like IMOS, saving you time previously spent copying-and-pasting into emails.

How it works

Job Tags

If a Message has a Job Tag, whether automatically or manually applied, it helps the auto-populate the fields in the template. Optionally, this app can be connected to one of your other core data sources like IMOS, so that you can auto-populate any data point related to the Job.

Access the app

1. Create a new Draft email or open an existing one.
2. On the right side of Stream, you will see the Context Panel which consists of Activity, Tags, and Apps. Click the Apps button.
3. Click the "Auto-Fill Email" app to open it.

Select Template

1. Using the search function or the drop-down menu, select the Template you need.
   • Note: You must know the name of the Template you wish to populate with its live data.
2. If the correct Job Tag is already applied to the Draft, the Auto-Fill Email app will automatically know which data to pull from your system of record.

Preview and insert

1. The data will be previewed in the Context Panel in the same fields defined in the Template. These can be edited, modified or removed here before inserting into the Draft.
   • Note: If data cannot be identified from your system of record, the preview field will be blank. You can manually add data if needed, or leave it blank.
2. Click "Next" at the bottom of the preview page.
3. Click "Insert" when you are ready to add the populated Template into your Draft.
4. The Template and data will be added to the body of the Draft Message, ready to be sent.

FAQs