You can enable email logic in the application at the request level or the template
level. These settings are general to all triggers in the system. To further control the
logic, you can enable/disable email notification behavior at the user level. For more
information about configuring client email notifications, see Email Preferences and Notifications.
Enable Emails at the Requisition Level
-
Navigate to the Clients page on the Configuration
view.
-
Click the link in the NAME column for the client whose
information you want to modify.
The Client Info page appears.
-
Select Email Notifications on the left navigation
menu.
-
In the Process Email section, click
.
-
Select the check box for the request type.
This setting enables the email template to be send to the recipient type. This
setting does not affect the triggers that send the email.
Note: If you are configuring the Name field in the
'From:' email address and the 'Reply to:' email address, select the
Utilize custom email addresses check box, and
enter the client email address in the Sender address
field.
-
Click
.
Enable Emails at the Template LevelComplete the following steps
to enable notifications are the template level.
-
Navigate to the Clients page on the Configuration
view.
-
Click the link in the NAME column for the client whose
information you want to modify.
The Client Info page appears.
-
Select Email Notifications on the left navigation
menu.
-
In the Email Templates List table, select the email
template.
Note: You cannot add a template to the list.
-
In the Process Modifiers section, click .
This setting controls the logic that triggers the email. For example, for an
email template that is send to a client manager for approvals, if you select
the 'Staffing' process modifier for the template, then the email is not sent
when events for Staffing request/engagement are completed.
-
Select the check box for the request type.
If you deselect this check box, the email is not sent, even if notifications
are enabled for the request type.