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Notification Management Workflow

To customize the notification system to meet your organization's needs, follow this recommended workflow:

  1. View the events that trigger emails.
  2. Deactivate the emails that you do not want to be sent, and activate the emails that you do want to be sent. Most emails are activated by default, but a few are not.
  3. View the system templates that are assigned to the emails that you do want to be sent.
  4. If you require any changes, create custom templates to use instead of the system templates.
  5. Assign the custom templates to the appropriate emails.