Managing Portal Email Notifications

The firm administrator can specify which Portal events trigger email notifications for firm and client users. The administrator also can modify the default text provided for each notification. Click a link below to view instructions.

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 Portal > Email Notifications on the navigation panel.
3. In the Portal event notifications box, select the check box for each event for which you want to send email notifications. 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 Portal > 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. The options available vary for each notification. Some notifications do not allow you to change these options.
   • Email from. Select who should be listed as the sender.
   • Email to. Select the people who should receive the email notification.
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.
   • Email body. If needed, edit the content of the email in the Email Content section.

   Important: The default text for most notifications contains variable fields. These fields are surrounded by angle brackets, as shown here: <Portal Name>. If you delete a variable field from an email, the email might not contain the information that the recipient needs. You can restore deleted variable fields by doing either of the following:

   • Click Reset to cancel your changes and reload the default notification text.
   • With your cursor in the Body field, click Add field. Click a field to add it to the email. The fields that are available vary by notification.
6. Click OK.

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, you can resend the notification from the queue as well.