This option enables you to configure the preference for receiving email notifications across projects regarding project summary, document distribution, aMessages, form distribution, and file checkouts.
The default user instant email notification preference is 'No' for all tasks, except 'For Comment' and 'For Status Change' on files; and 'For Action', 'For Information', 'Assign Status', 'Respond' and 'Review Draft' on forms side. Any preferences already saved by users shall continue to apply and be available. We encourage you to opt for instant notifications as part of the file and folder watch functionality if you need to track any activities performed by other users on files or folders accessible to you.
1. Follow the steps for navigating to user account preferences on Asite.
2. Click on the 'Email Notifications' menu option on the left. Then select the project for which the email notifications are to be managed.
3. Select 'Yes' within 'Summary' to receive a notification email containing the summary of the selected project once a day.
4. For document/form distribution:
Select the boxes under section A - Receive instant email notifications for the selected file tasks.
Select the boxes under section B - Enable overriding of the selection for corresponding file tasks.
When you assign a task to yourself or other project users assign you a task specifically on a file or a form, a checkbox option is available to send an instant email notification to each user regarding the task assigned to them. As it respects the email preferences of the user receiving the notification, it may behave differently based on the user selected for distribution each time.
Here are some possible scenarios and the behaviour of options to notify users based on each scenario.
Possible scenarios in email notification preference for selected task:
| The behaviour of the 'Email Notify' switch option (upon distribution): |
Email notification preference is selected and the 'Allow User to override the Preference' option is selected. |
Switched on and enabled. |
Email notification preference is selected, while the 'Allow User to override the Preference' option is selected. |
Switched off and enabled. |
Email notification preference is selected, while the 'Allow User to override the Preference' option is unselected. |
Switched on and disabled. |
Email notification preference is unselected and the 'Allow User to override the Preference' option is unselected. |
Switched off and disabled. |
In cases where the checkbox option available upon file/form distribution (to instantly notify users) by email is enabled, the user distributing the file has full control over whether to send the instant email notification. This means the email notification preferences you set as a user gets overridden in such cases.
5. For aMessage tasks:
For 'No Comment' - Receive email notifications even for 'No Comment's created on files.
For Normal aMessages - Receive email notifications for normal aMessages created on files. This would be selected by default.
6. Others:
For Document Revision Checked Out - Receive email notifications for all file revisions that are checked out.
7. Select the checkbox 'Select to Apply Email Notification Settings to all Workspaces' to apply the same email notification preferences on all the projects accessible to you.
8. Click 'Submit' to save the selected preferences for receiving email notifications.
Check: FAQs
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