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Email Notification Preferences

This article helps you understand how to set email notification preferences for your Asite account.

Updated over a week ago

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 the forms side. 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.

2. Click the 'Email Notifications' menu option on the left. Then, select the project for which you need to manage the email notifications.

3. The screen to set email notification preferences for the selected project appears:

Select 'Yes' within 'Summary' to receive a notification email containing the summary of the selected project once a day.

For document/form distribution:

  • Select the boxes under section A - Receive instant email notifications for the selected file or form tasks.

  • Select the boxes under section B - Enable other users to override your preference for the corresponding file or form tasks.

When you or other users assign you a file or form task in the selected project:

  • If you have selected the checkbox in Section A, you will receive email notifications for those tasks. However, if you have selected the checkbox in Section B, your ability to receive email notifications would depend on whether the user distributing the file or form task wants to send you an email notification, regardless of whether you selected the checkbox in Section A.

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 (visible when distributing a file or a form):

The email notification preference is selected, and the 'Allow User to override the Preference' option is selected.

Switched on and enabled.

The email notification preference is unselected, while the 'Allow User to override the Preference' option is selected.

Switched off and enabled.

The email notification preference is selected, while the 'Allow User to override the Preference' option is unselected.

Switched on and disabled.

The email notification preference and the 'Allow User to override the Preference' option are also unselected.

Switched off and disabled.

For the aMessage tasks:

  • For 'No Comment' - Receive email notifications even for No Comments created on files.

  • For aMessages - Receive email notifications for normal aMessages created on files. This would be selected by default.
    If the 'Enable Comment Review' setting is enabled on an existing project, this user preference will be replaced with 'For Comment Review'.

  • For Comment Review - Receive email notifications for comment reviews created on files. This would be selected by default.

Others:

  • For Document Revision Checked Out - Receive email notifications for all file revisions that are checked out.

Select the 'Select to Apply Email Notification Settings to all Workspaces' checkbox to apply the same email notification preferences to all the projects you can access.

4. Click 'Submit' to save the selected preferences for receiving email notifications.


Check: FAQs

Related Articles: Download Preferences


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