To view and enable automated email reports, first navigate to your User Profile (System Menu > Edit your profile)
Scroll down to the Email Notifications area where several reports can be enabled and sent to you by email.
Alerts
Action Alerts
Action email notifications are sent immediately when an action has been assigned to you.
Portal Submittal Alerts
Portal submittal email notifications are sent immediately for the project(s) you've selected.
List
Outstanding Action List
Daily or weekly list of of all outstanding actions assigned to you.
Report
Changes to Status/Stage Report
Daily or weekly report of all changes in status/stage for the project(s) you've selected. Typically for project managers and/or document controllers. Report sent as a downloadable .html file.
Overdue Cards Report
Daily or weekly report of all overdue cards for the project(s) you've selected. Report sent as a downloadable .xlsx file. Report can be customized using a template - see this article for details: Edit the Default Overdue Cards Report.
Not Downloaded Submittals Report
Daily report of all submittals which have not yet been downloaded by the target for the project(s) you've selected. Report sent as a downloadable .csv file. For more information about not downloaded links, see this article: List of Completed Submittals.
Assigned Incoming Submittals Report
Report (per submittal) listing all files that have been assigned to cards for the project(s) you've selected. Report is sent immediately after all files have been assigned. Output can be filtered by a pre-established multi-project card report filter set.
