System (Scheduled Task – Notifications)

1. From the Event Manager, click Scheduled Tasks. Expand the System node then click on the Scheduled Task - Notifications option. The Scheduled Task Notifications configuration options will appear.
2. Click Add to open the Notification Configuration window. The Message tab is visible.
   1. Name - Enter a name that uniquely identifies the event.
   2. Active - Check this box to enable the event. Uncheck the box to disable the event to prevent notifications from being sent.

   Header:

   1. Subject - Enter a subject line that email recipients will receive in the email notification. Click the ellipsis button to select the token or tokens associated with the scheduled task data. Data tokens can be utilized to give the recipient a more detailed subject about the notification.
   2. From - Type or use the drop-down list to select a sender's email address.

   Body:

   1. Template - Choose an existing template from the drop-down menu.
   2. Send As - Specify whether the template will be sent as Html or text.

   Preview - When a template is selected, it will show in the Preview section. System-defined templates are displayed in Html format. Optionally, click the button to open the Template Manager to modify or create new templates. For additional instructions on creating templates, click here.

3. Click on the Delivery tab. Please refer to Step 3 of Scheduled Task - Automation for details and examples on setting this up.
4. Click on the Recipients tab to open the Recipient Control dialog. The three types of recipients are as follows:

   Users and Groups - Static recipients who are defined by simply adding them to the list.

   Dynamic Recipients - Recipients defined dynamically through either doc-link meta-data (user who triggered the event) or a user-defined email address.

   Excluded Recipients - Static users or groups who are explicitly excluded from receiving the notification.

   1. Click the arrow on the Add button. The three recipients will be listed.
   2. For Users and Groups, the Select Recipient dialog window will launch to allow selection of users or groups.
      • Check the box next to each user/group to be set as a static recipient.
      • Click OK.
   3. For Dynamic Recipients, a dialog window will show with a Create recipient from drop-down list.
      • doc-link meta-data - will default the value User who triggered the event which will send the notification to the user who processed the original file that created this event.
      • A User defined email address will show an email address text box to specify an email address to send to. The email address will be the destination of the notification instead. After selecting, click OK.
   4. For Excluded Recipients, a Select Recipients dialog will launch to allow selection of users/groups.
      • Check the box next to each user/group to exclude from receiving this notification.
      • Click OK.
5. Click OK on the newly created event to save and add it to the current list of Scheduled Task Notifications.
6. To edit an existing event, highlight the item in the list and click Properties.
7. To delete an event, highlight the item in the list and click Remove.
8. Click the Copy Configuration button to create a new event based on an existing one.

Workflow (Past Due Document Summary – Notifications)