Automated email settings
Automated emails can be used to keep your stakeholders up to date on their transaction.
There are four automated emails you can make use of:
Purpose | Timing | Name of Default Template | |
Automatic Welcome Email | To invite new stakeholders to use the InTouch portal. | Sent 20 minutes after the first visible task of a matter is complete. If the stakeholder has already been invited to use the InTouch portal, the Automatic Update Email will be sent instead. | "Automatic Welcome Email" |
Automatic Update Email | To notify stakeholders when: - A task has been completed - A task note has been added | Sent 20 minutes after: - A visible milestone task is completed - A note is added to a visible task | "Automatic Update Email" |
Automatic Document Visibility Email | To notify stakeholders that a new document is available in their InTouch portal. | Sent immediately after a document is shared with a stakeholder. | You will need to set up an appropriate template to be used in this scenario. |
Automatic Completion Email | To notify stakeholders that a matter has completed. | Sent 24 hours after a matter state is set to "completed". | "Automatic Completion Email" |
Configuring automated emails
To determine which stakeholders receive the automated emails:
- Navigate to Settings > Matters
- Select the relevant Matter Template
- Navigate to the Stakeholders tab
- Click the pencil symbol next to the relevant Stakeholder
- Select which automated emails the stakeholder should receive and which email templates should be used
- Save
