Staff Portal

Testing email notifications

By default, DT Firm Portal sends notification messages to DT Client Portal and DT Staff Portal users when certain events occur; for example, DT Firm Portal sends a notification message when the login for a portal has changed. For notification messages that are sent via email, DT Firm Portal administrators can send these email notifications to themselves to see how the notification messages will appear to recipients.
note
DT Firm Portal sends notifications to each user in the language that the user specified for his portal. Therefore, you will receive the test message in the language that is set for your portal.
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You cannot test notification messages that will be sent to users through the Messages menu or through alerts in the Tasks widget.
  1. In the Admin tab of the navigation pane, click the
    Templates
     link in the Utilities section.
    note
    If you don’t see this link, you don’t have access to this area.
  2. In the Notification > Templates list, click a category and then click the template you want to test.
  3. Click the Send Test button.
DT Firm Portal sends the test message to the email address that is entered for your portal in DT Staff Portal administration.

This article applies to:

  • Product: dt-virtual-office