On this tab, you can specify how will be notified about documents reaching this step.

 

The system sends notification e-mails according to the following rules:

 

•When a document reaches the step, the Waiting for approval e-mail is sent to users allowed to approve or reject the step.

•When someone approves a document in the step, i.e., moves to the next step, the Approved e-mail is sent to the user who submitted the document for approval.

•When someone rejects a document, i.e, moves it to the previous step, the Rejected e-mail is sent to the user who submitted the document for approval.

 

This tab offers two configuration sections:

 

General

 

In this section, you can explicitly enable or disable e-mail notifications for the step, or you can make the step inherit e-mail settings configured for the workflow.

 

Specific e-mails

 

In this section, you can specify whether individual types of e-mails will be sent. The settings also enable you to choose a template for the e-mails or create a new one.

 

By default, all e-mail types have the default template assigned.

 

For each type of e-mail, there are three buttons that allow you to manage the template associated with the e-mail:

 

•Select - brings up the e-mail template selector, where you can click a template to select it.

•Edit - opens the editing dialog, where you can modify the currently selected template.

•New - enables you to write a new template from scratch

 

After you're done editing the e-mail settings, click Save to save the changes.