Digita NetStaff and Digita NetFirm Administration
By default, Digita NetFirm sends notification messages to Digita NetClient and Digita NetStaff users when certain events occur; for example, Digita NetFirm sends a notification message when the login for a portal has changed. Digita NetFirm administrators who have access to Utilities can disable most notifications.
Notes
- You cannot prevent Digita NetFirm from sending notification messages via email for events that involve basic account functions, such as login changes and password changes.
- Digita NetFirm does not automatically send notification messages when new File Exchange files or Document Presentation files are available. To learn how to set up these notification messages, see Setting up notification messages for new Document Presentation files and new File Exchange files.
- To modify notifications that are sent by other applications, you must open the other application and modify the notification message through that application.
Digita NetFirm administrators can also determine the method by which users will receive each type of notification message. Digita NetFirm can send notification messages via the following methods.
| Delivery method | Details |
|---|---|
| Digita NetFirm sends the notification via email to the email address that is in the Email Address field of the Digita NetClient Users screen or the Digita NetStaff Users screen. | |
| Direct message in the Messages menu |
Digita NetFirm adds the notification to the user's Messages menu and adds an alert to the Messages menu |
| Direct message in the Messages menu and in the Tasks widget | In addition to adding the notification to the Messages menu, Digita NetFirm adds the notification to the Tasks widget in the user's Home Dashboard. The notification will remain in the widget until the user clicks it. |
.For all notification messages, you can do the following.
For notification messages that you choose to send via email, you can also do the following.
- Brand notification messages so it looks like the messages are coming from your firm
- Specify addresses to copy or blind copy
- Test the notification messages
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