Events emails are emails that are triggered out of the system when a client or a staff takes some action on the system. For example, when you upload a file, the system will trigger an email to the client letting them know that you uploaded a file.
The system comes with preconfigured event email templates, but you can customize them as you see appropriate for your firm. To customize event emails, expand the Administration Menu then expand Email, and click on Event Emails. There you should see the list of all event email templates. From there, you can edit the templates or deactivate any event that you do not want to trigger an email.
To see how email templates are customized, watch the short video below:
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