Institution | Initialisation | Document types

This screen is a repository of several types of documents that - according to the specific class - can be sent manually by an operator, or are automatically sent to contacts as well as specific actions are performed.
Documents are mostly delivered as Emails or PDF (email attachments), with few exceptions.

Some documents are meant for very specific tasks, sometimes geo-related or geo-exclusive. See the table below for additional info.

NB Modifications should be performed by advanced users since documents play a critical role in the order lifecycle so that an inappropriate editing may result in sales failure: open an assistance or service case if you need help.

Configuration and editing
Table of documents
Troubleshooting

Configuration and editing

Document type

By clicking on an existing item, a new window will open: the first menu (Characteristics) allows to provide a name and code to the document.
It's also possible to set the document for:

1) Specific organizations

2) Specific sales channels

Clicking on Document models menu you'll see the format (mostly Email or PDF) and supported languages. S360 will send documents matching the contact language (if configured).
Documents are usually editable as Word/xdoc file (type)

A subset of documents (10) can be modified with an email designer editor (beta stage). More info here: New transactional email designer editor

Document models

By clicking on the model line a new window will open.

General menu includes:
-Format: mostly Email or PDF. If creating a new document be sure to use the correct format (see the table below for more info)
-Public file name: if the document is a PDF, it will be the name of the PDF attached to the accompanying email

Document models menu includes the list of the available language:

Document template

By clicking again on one item, it will be possible to change the specific template

Clicking on the underlined file name will trigger the download of the xdoc file

while clicking on the "three-dotted" small icon, behind the file name, will allow to upload a new xdoc

Button "standard template" will trigger instead the download of the standard Secutix xdoc file for the given language that can be edited and then uploaded as shown above.
Some document classes may have a limited set of languages supported by standard templates.

According to the document class, Validation menu will allow you to check the final result of the uploaded document template.
Select a previous order on the given field and click on the button below

Table of documents

Document Class	Standard Code	Info and purpose	Set/sent from / when
Accompanying letter	Lettre	Generic email f	Set Org>Document to send or manually sent from File Details
Account creation email	NouvCpte	Preprod only - Email sent when a new account is created in backoffice	not to be used in production (pw is visible!)
Account verification email	AccVerEm	Any newly registered contact has to confirm the email he entered is valid	TS and BO See this page Email validation at registration
Advantage notification email	Advant	Email sent to notify a contact-type advantage is active	Sent from Org>Contact>Advantage targeting
Artist waiting list	ArtWtLst	Waiting list related - Alert email informing about artists' tours (for specific German needs)	users must be registered through a widget implemented on external website (not on TS) email are sent manually from Org>Contact > Waiting list
Authorization confirmation	AuthConf	Double opt in verification email (also waiting list related)	Set on TS > POS > Internet param
B2B account creation confirmation	ActCpte	Email confirming of refusing B2B account creation	Set on TS > POS > Internet paramenter >
Bank transfer order recap	VirCmde	Limited to France / specific SEPA payment implementation - Email confirming a refund will be processed with a bank transfer	Order refund with banktransfer type payment method Generate a file to to be sent to the bank (agreement type = transfer, meaning → refund ) → Click on Generate File Doc is sent when clicking on validate
Bank withdrawal order recap	PrélCmde	not used - Limited to France / specific SEPA payment implementation - Email confirming an order (direct debit) will be paid via bank account	Order refund with banktransfer type payment method Generate a file to to be sent to the bank (agreement type = order, meaning → direct debit) → Click on Generate File Sent when clicking on validate
Basic email	RESTEM1	not used / SAM related doc	not to be used
Cancellation confirmation email	CanConf	Email sent by front-office fo	Sent by ticketshops
Code list within email	Code	Email with a list of single usage codes sent to structure relays	Sent from Sales > Generate and distribute codes
Confirmation email	ReqConf	Option related - Email confirming or refusing the request	Automatically sent according to option management
Confirmation product waiting list	CfmPrdWt	Waiting list related - Email confirming subscription to alert emails for given product	When users subscribe to the waiting list online
Confirmation waiting list	CfmWtLst	Waiting list related - Email confirming subscription to alert emails for given event/artist	When users subscribe to the waiting list online
Contact document	[NONE]	not used anymore
Credit note bank transfer recap	VirAv	Limited to France / specific SEPA payment implementation - Email confirming the credit note has been refunded with bank transfer	Generate a file to to be sent to the bank: agreement type = Account → Generate File Doc is sent when clicking on validate
Credit note bank withdrawal recap	PrélAv	Limited to France / specific SEPA payment implementation - Email confirming a direct debit form bank transfer is performed to put money on credit note	Generate a file to to be sent to the bank: agreement type = Account → Generate File Doc is sent when clicking on validate
Credit note receipt	JusAvoir	PDF providing balance info related to the credit note	Manually triggered from Sales > Credit balance
E-commerce email	RESTEM3	not used / SAM related doc	not to be used
Exchange tickets	ResaleOK	Email sent to seller, when ticket is sold on resale platform
Expired soon options	AlExpOp	Options related - Email reminder about options' deadlines	Triggered by Org > Follow up options screen
File pro forma	[NONE]	Similar to an invoice - geo related. See Order invoice
File recap	RecapDos	Generic summary of file contents, generated (& possibly sent) for any order	Set Org>Document to send or manually sent from File Details
Follow shipment	FolwShip	not used	no longer used
Goods voucher	CmdBout	Merchandising related - Summary including orders by goods/suppliers	Generated from Org>Goods>Purchase orders
Instalment payment failure email	PFInst	Email sent to notify payment failure in multiple installments by Credit Card	Sent according to installments management
Instalment payment success email	PSInst	Email sent to notify payment success in multiple installments by Credit Card	Sent according to installments management
Instalment reminder email	RemInst	Email sent to remind installments	Sent according to installments management
Marketing SMS	[NONE]	Related to SAM SMS campaigns sent via Orange operator	How to activate SAM SMS campaigns#Demo
Newsletter email	RESTEM2	Repository document generated after SAM email campaign	not to be used
Option order confirmation	ConfOp	Option related - Email overview about the request (refused or accepted)	Sent according to option management
Option request ack/acknowledgment	AccRecOp	Option related - Email confirming the request has been submitted	Sent according to option management
Option request cancellation ack/acknowledgment	SupprOp	Option related - Email confirming the cancellation of the request	Sent according to option management
Option request modification ack/acknowledgment	ModifOp	Option related - Email confirming the modification of the request has been submitted	Sent according to option management
Options/bookings reminder	OptRem	Option related - Email alert regarding deadlines of the reservation (coming from a request)	Sent according to option management
Option setting and refusal recap	RecapOp	Option related - Summary and details about seats reserved	Sent according to option management
Order ack/acknowledgment	AccRéc	Email sent acknowledging an order is still in progress / to be paid, and confirmation will be sent later	Sent by ticketshops when PSP takes a long time to confirm the payment (also sent by back office when using MOTO payment) NEW: used by P
Order ack/acknowledgment with confirmation	AcRecCf	Email sent by the ticketshop in case of reservation of free products only, plus other information related to shipment mode.	When users reserve free products online.
Order confirmation	ConfCmd	Email automatically sent after a sale with digital tickets	Sent by ticketshops in case of sale. Sent by box/back office with electronic shipment in case of sale (not for reservation, not for other shipment modes). This document cannot be removed.
Order invoice	FactCmde	Invoice, generated (& possibly sent) at sale time, for all front-office and back-office sales orders. Can be used as "courtesy paper" invoice for countries needing electronic invoices	Set Org>Document to send or manually sent from File Details
Order recap (static state)	RecapCmd	Order summary not used by default, but HAS TO BE PRESENT for orders to be created	Set Org>Document to send or manually sent from File Details
Order recap (static state)	ReçuCmd	Order summary in TXT format to print summary on EPSON printers	Set Org>Document to send or manually sent from File Details
Order refusal	RefusCmd	Email sent by the ticketshop in case or order refused due to payment problem
Partner	[NONE]	Related to CH only
Password change	ChangMdP	Preprod only - Email sent when changing the user pw from backoffice	not to be used in production (pw is visible!)
Pending account invoice	FactAtt	Invoice regarding pending account status
Pending account invoice (final state)	[NONE]	Invoice regarding pending account final status
Pre-request reminder	ReqRem	Option related - Email reminder about pre-request	Sent according to option management
Product waiting list	PrdWtLst	Email sent to notify new availability for given product	Users must have subscribed for waiting list Sent from Org>Contacts>Waiting list
Refund payment	RfPayAck	Email sent to confirm refund on credit card or credit note account	Mostly triggered by MOTO refund; also, tickets bought on TS and refunded from box office (to be added in Document to send); also, mass refund after event cancellation (batch)
Refund payment notification email	RfdNotif	Related to mass refund - Email sent to confirm the refund is in progress	Automatic email notification of refund payments
Registered mail	[NONE]	no longer used
Request contact connection consent	CtcCnsnt	F&F related - Email sent to children contacts to confirm the connection	Request explicit consent to use the Friends & Family feature
Request summary	ReqSum	File recap related to options	Sent according to option management
Reservations reminder	[NONE]	Email reminder about reservations' deadlines	Triggered by Org > Follow up options/reservation screen
Reset operator password	ResOPass	Reset pw email for back office operators	Sent from backoffice both for new operators or to manually send a reset pw (if forgotten) This feature has to be enabled.
Reset password	PassRes	GDPR compliant password reset email with token	When users click on "forgot pw" on ticketshop and when operators reset the pw on behalf of them (ORG>Contact) Must be used in production