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]] |