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Adding triggers to email users

You can add a trigger action to send an email. For example, you can email users when a file is assigned to them.

1. Choose Tools > Administration > Triggers.

The Triggers dialog box opens.

2. Click Add.

The Add Trigger dialog box opens.

3. Enter a Trigger Name, select the Trigger When events, and select the Preconditions. See Adding triggers.

4. Click the Actions tab and click Add to add an action.

5. Select Send an email to from the Action list.

6. Select the users to send the email to. The available options depend on the selected trigger event.

7. Click Edit Email Template to modify the default template. See Editing email templates.

8. Select Consolidate multiple file events into one email to send one email for all files the trigger runs on. An email is sent for each file if this option is not selected.

9. Click OK.

10. Select Disable trigger after it runs once if you only want the trigger to run once.

11. Click OK to add the trigger.

 

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