Workflow Notifications & Reminders
This tab allows you to control various email notifications and reminders sent by the workflow engine.
Auto Emails:
oDo not send automated email notification for this step: Enable this option if you don't want the workflow to send auto email notification to participants when the workflow enters this step
oSend reminders after the due date for n times every n days: Here you can define the frequency of auto-reminders. For example, for urgent and important step you can set reminders for participants every day for three days. All the participants who yet have to perform the action will get the reminders for three consequent days.
Note: In order to get auto email reminders for overdue tasks, participants have to enable 'Overdue task assigned to me' alert option in their Client application from Tools > Options > Workflow > Alerts tab
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Additional Emails:
In addition to auto reminders, you can send additional emails in a simple text format to either the participants, managers, watchers or other users in the system before and after a task is due. Example a supervisor and/or a manager can be notified if a user fails to perform an action after x day of it being due.
oEnable the appropriate notification and enter the number of days before/after a task is due
oTo: Select the workflow roles or Docsvault users/groups to be notified by clicking on the Add link.
oSubject: Enter the subject of the reminder/notification email
oMessage: Enter some custom content for the notification email