Managing Document Email Notifications

Document can send email notifications to users automatically when certain events occur. For example, the Task assignment email notification can be sent to the task assignee when a task is created and assigned.

The firm administrator can specify which events trigger email notifications. The administrator also can modify the default text provided for each notification.

Note: After a notification has been sent, you can monitor its success or failure in the notification email queue. If a recipient does not receive or cannot find a notification, the administrator can resend the notification from the queue as well.

Enable or disable email notifications for specific events.

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Click Document > Email Notifications on the navigation panel.
3. In the Document event notifications section, select the check box for each email notification you want to enable, and clear the check box for each email notification you want to disable.

   Note: If you disable the notification for an event, the email queue for that event is deleted. You will not be able to resend notifications for that event.

4. Click OK.

Edit the sender, recipients, or content of an email notification.

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Click Document > Email Notifications on the navigation panel.
3. Select the notification you want to edit in the Select an event to edit list.
4. Select options in the Email Configuration section.
   • Email from. Select who should be listed as the sender. The options available vary for each notification. Some notifications do not allow you to change this selection.
   • Email to. Select the people who should receive the email notification. The options available vary for each notification. Some notifications do not allow you to change this selection.
5. Review the information in the Email Content section, and make any edits as needed. The options you can change include:
   • Subject. This field should provide information describing the content of the notification.
   • Priority. Select an option from the list indicating the priority of the notification.
   • Body. If needed, edit the content of the email.

   Important: The default text for most notifications contains variable fields that provide information that is critical to the email. If you accidentally delete these variable fields, you can do either of the following:

   • Click Add field to open a window listing all the available fields. Click a field to add it to the email. The fields that are available vary by notification.
   • Click Reset to cancel your changes and reload the default notification text.
6. Click OK.