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Below are steps to show you how to setup Notification Settings.

Step-by-step guide



  1. Click the Settings button on the Ribbon.



    The Configuration screen appears. 

  2. Click the Notification Settings item in the Configuration tree.



    The Notification Settings screen appears. 

  3. Click the drop down arrow on the Notification Form field, and select the form or document for which to create a notification template.

    In this example, Cost Estimate was selected.



  4. To use a standard message determined by Chase for this notification instead of a custom one, check the Populate Notify body checkbox. 
  5. To create a custom message, edit the templates in the notify body.

    In this example, {JobNo} was entered in the Notify body next to {FormName}



  6. Once satisfied with your template, click the Save button to make your changes permanent.



    Save Changes? dialog appears.

  7.  Click the Yes button to continue.



    Once you send out an email of your Cost Estimate, you will be able to see the message you have setup in the Notification Settings.




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