Incoming emails into the Practice can be redirected to specific staff. The system will automatically send an email on behalf of a Client Portal user in the following scenarios:
if a document is signed
if a file is uploaded to share with the Practice
if a webform checklist is submitted
There is a hierarchy system in place which determines which employee within the Practice will receive the incoming email when one of the above 3 events occurs.
By default, if nothing else is set in the system, the default employee as listed under Admin / Business details, will receive the incoming email.
Client Entity Notifications field is set to the Default Employee
The Email from/to field on the Schedule tab of an Email Job (if one has been created for the document(s) in question) is set to the <Default> employee.
If the Client Entity Notifications field is set to a specific employee and if there is an email job, but the Email from/to field on the Schedule tab of an Email Job is set to the <Default> employee, the system will bypass the default employee (as set in Admin / Business Details) and will send the email to the employee set in the Client Entity Notifications field.
If an Email Job is sent AND the Email from/to field on the Schedule tab of the Email Job is set to a specific employee, the system will bypass the default employee (as set in Admin / Business Details) AND will bypass the Client Entity Notifications field and will send the email to the employee set on the Email from/to field on the Schedule tab of the Email Job.