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Notification Scheme is accessed from the Admin & Setup under the System Preferences. In the Notification Scheme management, the system shows the triggers that fire emails, to whom they addressed and an additional space for the administrators to configure additional receptors of the notification alert emails.


Aside from the management part, the following table depicts the conditions to fire an email, to whom the email is addressed and the content of each alert email for each action made (Trigger).


Action (Trigger)Condition to send notification by emailMail ToMail CCE-mail SubjectMail Body

Add Matter

(Litigation Case/Legal Matter/Intellectual Property )

If check box "Send notification" is selectedCase Assignee

Case Created By

+ user(s) configured in the Notification Scheme management portal

App4Legal- New Case: %Case Subject%

Dear Legal Team, 

A New % Litigation Case/Legal Matter/Intellectual Property Case has been added by %Created by% on %Date & Time%.
Case ID:%Case ID %
Case Subject: %Case Subject%
Assignee: % %


Note: this is an automatic email generated by App4Legal. Please, do not reply.

Edit Matter

(Litigation Case/Legal Matter/Intellectual Property )

If check box "Send notification" is selectedCase Assignee

Case Created By

if(legal matter and case originated from cp => don't send to case creator)

+ user(s) configured in the Notification Scheme management portal

App4Legal- Updates on %Case Subject%

Dear Legal Team,


%Modified by% updated the Case% ID%:%Case Subject: %%

Note: this is an automatic email generated by App4Legal. Please, do not reply.

Add Matter NoteIf check box "Send notification" is selectedCase AssigneeCase Created By, Note Created ByApp4Legal- New note on %Case Subject%

Dear %Case Assignee%,

A new Note has been added to %Case ID% by %Created By%.
Case Subject: %Case Subject%
Note: %Note%

Note: this is an automatic email generated by App4Legal. Please, do not reply.

Add Matter Note by App4Legal User (Case originated from Customer Portal)
  1. Customer Portal Features is enabled
  2. Note is being added by App4Legal User
  3. Visible from Customer Portal is checked.
  4. If check box "Send notification" is selected.
Customer Portal User Created byuser(s) configured in the Notification Scheme management portal

App4Legal- New note on %Case Subject%

Dear %Requested by%,

A new Note has been added to %Case ID% by %Created By%.

Case Subject: %Case Subject%
Note: %Note%

Note: this is an automatic email generated by App4Legal. Please, do not reply.

Add Matter Note by Customer Portal User (Matter originated from Customer Portal)
  1. Customer Portal Features is enabled
  2. Note is being added by Customer Portal User
Case AssigneeCase Creator, Note Creator + user(s) configured in the Notification Scheme management portal%Organization Name from Customer Portal Settings%- New note on %Case Subject%

Dear %Assignee%,

A new Note has been added to %Case ID% by %Created By%.

Case Subject: %Case Subject%
Note: %Note%

Note: this is an automatic email generated by App4Legal. Please, do not reply.

Add Ticket from Customer Portal
  1. Customer Portal Features is enabled
  2. Ticket is being added by Customer Portal User
user(s) configured in the Notification Scheme management portalNone%Organization Name from Customer Portal Settings%- New Ticket %Ticket Subject%

Dear Legal Team,

A new Ticket has been added by %Portal user name% on %date & time% with a Title %Ticket Title%.

Note: this is an automatic email generated by App4Legal. Please, do not reply.

Edit Ticket Status by App4Legal User (Matter originated from Customer Portal)

1.Customer Portal Features is enabled

2.Status is being changed by App4Legal User

Customer Portal User Created byuser(s) configured in the Notification Scheme management portalApp4Legal-Update Ticket 366 status

Dear %Requested by%

%% changed Status of the Ticket:%Ticket ID% from %Old Status% to %New Status% on %date & time%

Ticket Subject: %Ticket Subject%

Note: this is an automatic email generated by App4Legal. Please, do not reply.

 Edit Ticket Status from Customer Portal by Customer Portal User (Matter originated from Customer Portal) 1.Customer Portal Features is enabled

2.Status is being changed by Customer Portal User

 Assigneeuser(s) configured in the Notification Scheme management portal%Organization Name from Customer Portal Settings%-Update Ticket 366 status

Dear %Assignee%,

%% changed Status of the Ticket:%Ticket ID% from %Old Status% to %New Status% on %date & time%

Ticket Subject: %Ticket Subject%

Note: this is an automatic email generated by App4Legal. Please, do not reply.

Add MeetingIf check box "Send notification" is selectedInviteesMeeting Creator

App4Legal-New Meeting %Task ID% on %Date-Hour%

Dear %invitees%,

A new Meeting Request has been sent to you.

From : %yyyy-mm-dd% - %HH:MM%

To: %yyyy-mm-dd% - %HH:MM%

Description: %Description%

Note: this is an automatic email generated by App4Legal. Please, do not reply.

Add TaskIf check box "Send notification" is selectedTask AssigneeTask CreatorApp4Legal-New Task %Task ID% has been assigned to %Task Assignee%

Dear %Task Assignee%,

A new Task has been assigned to you.

Task ID: %Task ID%
Task Type: %Task Type%

Task Status: %Task Status%

Priority: %Priority%
Due Date: %yyyy-mm-dd%
Task Description:  %Description%

Note: this is an automatic email generated by App4Legal. Please, do not reply.

Edit TaskIf check box "Send notification" is selectedTask Assignee/Shared WithTask CreatorApp4Legal-Task %Task ID%  has been updated

Dear %Task Assignee%,

The Task %Task ID% has been updated by %Created By%.

 Task Type: %task Type%

Task Status: %Task Status%
 Priority: %Priority%
 Due Date: %yyyy-mm-dd%
 Description: %Task Description%

Note: this is an automatic email generated by App4Legal. Please, do not reply.

Edit MeetingIf check box "Send notification" is selectedInviteesMeeting CreatorApp4Legal-Meeting %Task ID%  has been updated

Dear %invitees%,

%Created By% updated the meeting %Task ID%

 Task Type: %task Type%

Task Status: %Task Status%
 Priority: %Priority%
 Due Date: %yyyy-mm-dd%
 Description: %Task Description%

Note: this is an automatic email generated by App4Legal. Please, do not reply.

Add / Edit HearingIf check box "Send notification" is selectedLawyers Assigned on HearingCase AssigneeApp4Legal-Hearings on Case %Case ID% By Hearing Assignee

Dear %Lawyers%,

Hearings updated on the Case %Case ID%

Case Subject: %Case Subject%

 
Note: this is an automatic email generated by App4Legal. Please, do not reply.

Broadcast  an "ADHOC" Notification for Users
Users to be notified
 [App4Legal]-[Notification] New message for your attention Message Notification
Forgot your password
The email address that is insertedNoneReset Password

Dear %User Name%,

The reset password request was successful. Please follow this %link%to insert your new password of your profile.

App4Legal team,

Note: this is an automatic email generated by App4Legal. Please, do not reply. 

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