Manage Notifications as a System Admin
Staff Notifications
Staff notifications are for configuring the body of the emails that are automatically sent out through the system (for example, a notification that a signature is pending or that a form has been shared).
- Click Configuration from the main menu.
- In the Notifications section, click Staff Notifications.
- To update a notification, click Edit.
- In the Enabled drop-down, select Yes or No.
- Enter an Email Subject.
- Enter an Email Body.
- Click Save.
HR Notifications
HR notifications allow you to select specific users to receive notifications when specific events occur (for example, if a task is completed in the system or a question is submitted).
- Click Configuration from the main menu.
- In the Notifications section, click HR Notifications.
- To update a notification, click Edit.
- Choose a Notification Type.
- Select an Email Recipient.
- Enter an Email Subject.
- Enter an Email Body.
- Click Save.
Mail Merge Tags
When entering an email body, use these mail merge tags:
| Tag | Description |
|---|---|
| [[RecipientFirstName]] | Recipient's first name |
| [[shared notes link]] | View shared notes |
| [InBox_Question] | |
| [InBox_Answer] | |
| [[ApprovalLink]] | Approve this form |
| [[SignatureLink]] | Sign this form |
| [[ProcessTaskName]] | |
| [[ProcessName]] | |
| [[ProcessDirectReportName]] | |
| [[SupervisorFirstLastName]] | |
| [[TaskAssignedLink]] | |
| [[TaskGroupName]] | |
| [[AssignedTaskList]] |