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Executions automations

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Executions runs one daily job, and sends a to-do and e-mails by itself as a file moves forward. The options are explained in Executions settings.

Reminder of open files

  • When: the job runs once a day, and sends the reminder every Remind Every days (3 by default), counted from the day the last one went out.
  • What it does: each lawyer who has a user and an execution that is not finished receives an e-mail listing those executions.
  • How to stop it: untick Auto Reminders.

A suspended execution waits to be resumed

  • When: as soon as an execution is suspended.
  • What it does: each of its lawyers who has a user gets a to-do to resume it, due after the number of Days set under Re-execution Activity.
  • How to stop it: untick Re-execution Activity.

E-mails to the client

When E-mail Turned on by
The execution changes state The template chosen for the new state State Change Emails
A new enforcement procedure is recorded The procedure template Procedure Emails
A new decision is recorded The decision template Decision Emails

All three are off by default; a state without a template sends nothing.

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