...

1. Click the Manager Step and click the Setup Task Notification Email link. In the wizard that appears, you can set the Subject and Message for the email.
   1. For example, in the Subject field, enter ''Leave approval for {EFullName}''. You can use the drop downs at right to select the desired controls.
   2. ## In the Message field, enter ''{EFullName} has requested {NumberOfDays} days leave starting {StartDate}. To approve or deny this request, please click this link: {task.list.url}." Note the special template {task.list.url}. This generates a link that can be clicked to directly access a user's task list.
2. You may setup the Task Notification Email for the HR step in a similar fashion.
   
   

...

1. On the next screen, the index fields from the project are displayed.
2. For each index field, you may select a form field to map it to. At runtime, the index fields will be populated from the values in the form.
3. Your workflow is now configured to save your document to ImageSilo/PVE.
   
   

[Optional] Setup Additional Email

...

1. Click the Doc Action button in the toolbar at the top of the form.
2. In the wizard that pops up, click the Additional Email Tab.
3. Click the Email data to a specified address button.
4. In the To: field, enter a template using the drop down to the right. Select the Employee's email address via the control EEmail. The To: field should look like {EEmail}.
5. In the Send Snapshot: drop down, select PDF.
6. Uncheck the Send Data: checkbox.
7. Click Next.
8. In the Subject: field enter Leave approval for {StartDate}. Once again, you can use the drop down at right to select controls.
9. In the Message: field you can enter anything you want including dynamic content using the drop down at right. For example, Your leave approval request was successfully processed by {MFullName}. The status is: {Approve}. This This field can also contain HTML for rich content.

...