Optional email notification for new documents
Release 22.3.2 - Release date 12/07/2022
You now have the option to notify employees via email when a new document is added to their record.
When creating the document you will see a new option called ‘Notify
employee by email’.
When ticked, a notification email will be sent to the employee to notify them that a new document has been added that requires their attention.
The email wording will vary depending on if the document requires a signature or not:
The employee will be able to select the link in the email to be taken to the document (once they’ve logged in).
Once the document has been saved you will not be able to amend the ‘Notify employee by email’ field. See this article for details on how to send a notification email for existing documents.
Please note: This functionality will not be available if the document has been configured to use DocuSign
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