Learn about automated e-mails

Automated e-mails help you keep track of work as it gets done in your firm. They improve communication and efficiency in your firm and provide a good audit trail. To view the alerts that you can enable, click Settings > Jobs & Billing > General Settings, then click the Automated e-mails tab.

There are two types of alerts: daily and instant:

  • Daily task e-mail alerts run at night, as part of a daily task scheduled to make updates in the system. You will receive daily notifications in your inbox informing you what those tasks were.
  • Instant automatic e-mail alerts are triggered by an event in the system, the e-mail is sent as soon as the event happens, for example, a comment is added in a job and all allocated resources get an instant e-mail. You can enable or disable these alerts, and for some of the alerts, you can specify who is the recipient. ​