Instant Email Notifications - Forms

This functionality facilitates triggered instant Email Notifications on Form Actions.   For example, an email will be generated when an action is allocated to user/s.

 

User Preferences are available to default values at the Distribution stage.  You have the facility to allow publisher override the preference at the time of distribution.

 

 

  Hint : Mark the Allow User override the Preference as OFF if you do not want it to be edited at the Distribution stage.

 

1.At the Distribution page, select Company or Distribution Groups from the top drop down menu

Once a Group or Company has been selected, the appropriate individuals will appear.  

 

2. Select individuals to receive file/s by clicking on their name/s

 Users may multiple select by using their Shift or Ctrl key

 

3. Click on Add to Distribution List to confirm selection

 

4. Select Action Required, Respond By time & enter Action Notes for each individual where necessary

 

5. The Email Notification User Preferences will be defaulted.

5. Click on Distribute to send

Email Notifications with Hyperlinks be triggered to users with Form Actions for whom Email Notifications is checked ON.
 

 

 Click on the Hyperlink Action will directly go to the to the form(s) you need to action, if you are already logged into Asite, otherwise it will ask to login to Asite before being taken to the action.

 

 Once click on the hyperlink will directly take you to the Form where action need to be performed.

 

 For multiple actions, a single Email will be triggered.

 

Useful Hints: - Email Notifications shall be automatically triggered based on User Preferences for the following:

1. Assigning Form Controller to a Form

2. Creating a Response message on a Controller Based Form

3. Releasing a Response by Form Controller.

 

Useful Links:

User Preference Page

Instant Email Notifications - Documents

Instant Email Notifications - Comments