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14 total results found
AccessLink
How to trigger: Your user must have the Access Links user permission. Go to Admin Panel > Users and Groups > Users page Hover over the user row you want to grant an Access Link for Click the Create Access Link icon You'll be brought to the Create ...
Share
How to trigger: Your user must have the Sharing user permission. From the Home page, get to the node view (expand an account, a cabinet, and a drawer) Right click on a node, and select Share The Share dialogue will open Ensure the Email tab is act...
EmailFiles
How to trigger: Your account must have the Email Files account feature Your user must have the Sharing user permission Open the left menu and click on Admin In the Admin panel, click on Settings Scroll to the Email Files section, and check t...
EmailImportFailure
How to trigger: Account must have the Email Import account feature You'll need to set up an email import using an app password Once the setting is complete, change the app password in your email and this should trigger the failure
EmailImportMaxFailure
How to trigger: Allow your Email Import to fail for 4 days in a row.
MfaAuthCode
How to trigger: Open the left menu and click on My Settings Under the Two Factor Authentication section, select the Enable Two Factor Authentication checkbox Select the Email Token option Save your changes Log out Enter your username and pa...
MfaQrCode
How to trigger: Open the left menu and click on My Settings Under the Two Factor Authentication section, select the Enable Two Factor Authentication checkbox Select the Mobile Authenticator App option Save your changes Log out Enter your us...
NewDocumentRequest
How to trigger: Your account must have the Document Requests account feature Your user must have the Document Requests user permission Open the left menu, hover over Document Requests, and select New Request Fill out the information on the New Requ...
NewUser
How to trigger: You must have the User Management user permission Open the left menu and click on Admin Click Users and Groups From the Users page, click the Add User link Fill in the new user information and click Create
PasswordReset
How to trigger: From the login page, click the Forgot Password? link. Enter your email address/username and click Send Reset Link
SmtpEmailSettingFailure
How to trigger: The only way I've been able to trigger this consistently is to Turn off Azure Storage Emulator And then follow the steps for sending an Email file
SmtpEmailSettingMaxFailure
How to trigger:
Status
How to trigger: I'm not sure of all the actions that trigger a Status email, but I know if you complete a Document Request, it will trigger this email.
TestEmail
How to trigger: Open the left menu and click on My Settings Under the Email Settings section, click Add Email Setting Select your email provider Once your new email setting has been established, a test email will be sent.