Document Actions
10.
Email Notification
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The OpenEngagement DMS has a number of email notifications, used to notify various users of the progress of Documents within the DMS. Since these are often sent to the users with specific roles, most often to Reviewers and Engagement Managers, firms may wish to assign some users these roles in order to benefit from the email notification system. This is not necessary though.
The following email notifications are sent:
When a Document is created or is put into the Active state, each Preparer is notified.
When a Document enters the Review state, each Reviewer is notified.
As Reviewers approve a Document, each remaining Reviewer is notified.
When the final review is completed, and the Document moves to the Reviewed state, each Engagement Manager is notified.
When Documents in the Completed state approach the date of their automatic transition to Archived, each Engagement Manager is notified.
An email is also sent if an item cannot be automatically archived due to it being signed-out or set read-only. When this happens all Engagement Managers, as well as the person who has it signed out are sent an email.