Email notifications inform participants on actions they need to take.
These notifications need to be turned on for your matter, and by the user. If a user is not receiving emails, check whether both have been enabled.
In this article:
Interactive Demo: Managing Legatics Notifications
In this demonstration below, we will show you how to set your notifications. This interactive demo will guide you through setting up and customising notifications to ensure you receive updates from your matters.
To view the video click here or click on the gif below.
Email notifications by user
To manage your email notifications:
Click on your name at the top right of Legatics and select 'My account'.
Select how often you want to receive emails
💁 You choose the minimum amount of time between emails. For example, if you select 'every hour' you will be sent an email every hour summarising, across all your matters, the actions assigned to you since your last email.
⚠️ Remember to click 'save changes' to save any changes you have made.
Below is an example of an email notification with two actions:
⚠️ Please note:
If a user has set to 'don't send emails', they will not receive any emails (even if they are enabled for a matter they are working on).
Your frequency settings will be set to 'every day' by default (if you don't change them during account set-up).
If you tag yourself in any rows, you won't receive notifications. Only the individuals or organizations tagged in the 'status' column of your checklists will be notified.
You won’t get notifications when a user uploads new documents, leave comments, or make changes to the checklist.
When a user tags organizations, only the users within those organizations will be notified. The user who performed the tagging will not receive a notification.
Email notifications by matter
✅ Email notifications for a matter can only be enabled by the matter administrator.
⚠️ Note: Email notifications for a matter are not enabled by default.
Go to 'Manage matter' and select 'Settings' from the dropdown menu.
If you would like your team and other matter participants to receive notifications, ensure that the 'Send emails' toggle is switched on.
Alternatively, untick the box to switch off notifications.
Remember to press 'Save' to save any changes you have made.
When are email notifications triggered?
You can trigger notifications to be sent to roles, parties or specific users by assigning them actions in the status column.
Click the 'status' button for a row and select the status you would like to change it to.
From the 'Action required by' menu, select which role, party or user you would like to notify. More than one role, party or user can be assigned.
Related articles
If you have any further questions, please get in touch at support@legatics.com.