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Chase can notify Users by email when certain events occur, such as when the first Job Brief has been created for a Job or a change has been made to one of Chase’s settings.  You can set up templates for messages to be included in these notifications.

 Screen layout

 Field Help



Notification Form

Specify the form or document for which to create a notification template.

Populate Notify body

Use a standard message determined by Chase for this notification instead of a custom one. To create a custom message, you can edit the templates in the notify body.

Attach Related Documents

Allows you to attach documents related to the notification.

Notify Subject

To create a custom subject line for the notification, enter the preferred template with the details you want to show in the Notify Subject field.

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