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 marked as 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 marked as complete- 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”, “closed” or “archived”.The email will be sent the first time a matter is changed to one of the above states. Any subsequent changes will not trigger the email to be sent again. | ”Automatic Completion Email” |
Configuring automated emails
Section titled “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
- Select the pencil symbol next to the relevant Stakeholder
- Choose which automated emails the stakeholder should receive and which email templates should be used
- Save