Automated email settings


Make use of the automated emails within InTouch to keep your Stakeholders regularly up to date.

There are a number of different emails you can utilise. Each one can be found within your Email Templates.

  1. Automatic Update Email: Automatically sent 20 minutes after a change has been made to a matter which is relevant to that Stakeholder. I.e.
    1. The completion of a visible task
    2. Creation of a note on a visible task
    A default email template is set up for you called "Automatic Update Email".
Only main tasks will trigger the automatic update email, completing child tasks will have no effect.
The automatic update email is not sent if:
- A custom email template is attached to that task instead
- An alternative email is sent to the Stakeholder within the 20 minute period
  1. Automatic Completion Email: Automatically sent the following day a matter has been completed.
    A default email template is set up for you called "Automatic completion email".
  2. Automatic Document visibility Email: Automatically sent to a Stakeholder each time a document is made visible to them in their portal/mobile app.
    You will need to set up an appropriate email template to be used in this scenario.
  3. Automatic Welcome Email: Automatically sent to all new stakeholders, the first time a matter they are associated with is updated.
    A default email template is set up for you called "Automatic Welcome Email".
The automatic welcome email is always sent the first time a stakeholder receives an update, even if you select a different template within your Matter Template Stakeholder Tab.

Configuring your Automated Emails

To determine which Stakeholders receive the automated emails:

  1. Navigate to Settings > Matters
  2. Select the relevant Matter Template
  3. Navigate to the Stakeholders tab
  4. Click the pencil symbol next to the relevant Stakeholder
  5. Each automated email has their own section, use the check boxes to determine whether the emails should be sent for this Stakeholder type.
  6. Save

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