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Dates and Events

Email Reminders of Dates and Events

When you create a new event, you can choose to send out email reminders to matter participants, including people who do not use Tracker.
You can also send email notifications regarding contract dates. The dates for which email notifications can be configured are: Next Renewal Date, Cancellation Deadline, and Final Expiration Date.

Set up email notification

  1. Create or edit a date/event.
  2. For
    Email Notifications
    , select
    Yes
    . The notification options are displayed.
  3. Select any or all of the timing options:
    • Send immediately: The notification is sent immediately, before you click
      Save & Close
      . You can return to this page and send another notification immediately as often as you'd like.
    • Send __ days in advance of event:
       Enter the number of days before the event that you want the notification to be sent.
    • Send on event: Send a notification on the day of the event.
  4. Select the recipients of the notifications:
    • When you create an event, you select a person responsible for that event. This person is automatically selected to receive notifications.
    • If you select
      All company participants
       or
      All firm participants
      , only users with a matter role of editor and higher receive the notification. To ensure that a matter reader or billing-only user receives the notification, select
      Other User
      , and then select the recipient from the list of users.
    • To send a reminder to someone who is not a Tracker user, select
      Other Emails
      , and then enter that person's email address in the text box. Use a semicolon to separate multiple email addresses.
  5. On the toolbar, select
    Save & close
    .

Email notification confirmation

The Event Email Notification History on the Events page shows the date, time, and list of recipients for every email notification

This article applies to:

  • Product: Legal Tracker,Legal Tracker
  • Audiences: Company,Company