Confirmation E-mail Assistant

Confirmation E-mail Assistant Simulator

This tool will help identify where confirmation e-mails will be sent based on the module selections entered into the Global E-mail Settings and other locations specific to the module.

To use:

Please select the module button below.
Complete the questions provided.
Select Generate Outcome for guidance.

Messaging Module

Complete Steps 1–3 and answer the related questions to determine who should receive a confirmation email when a Portal User sends a new message or replies to an existing one.

Step 1: Check Global Email Settings (GES)

Go to:
Wolters Kluwer Logo→ Administrative Tasks→ Portal Workflow→ Global E-mail settings→ Messaging Tab

Please review the Global E-mail Settings and answer the following:

Is a Confirmation E-mail entered in the Global Email Settings (GES) on the Messaging Tab?

What is selected for *Editable (below the Confirmation Email) in the Global Email Settings (GES) on the Messaging Tab?

The following questions will require you to review specific Portal User or communication settings and are only applicable when *Editable is marked Yes.

If *Editable is marked No, please select No for the questions below.

Step 2: Review the Edit Portal User Form (EPUF)

Edit Portal User Form (EPUF) used when reviewing confirmation emails for communications from a specific portal user.
Go to:
Wolters Kluwer Menu Global or Plan level → tricolon next to the portal user→ Edit Portal User→ Messaging Tab

Portal User Override:
When selecting a portal user, and reviewing the Messaging Tab is there an alternate e-mail entered in the confirmation section at the bottom of the window?

*NOTE: This is portal user specific. Each user may have a different confirmation e-mail entered.

Step 3: Communication Override:

Go to:
Wolters Kluwer Logo→ ftwPortal Pro→ Global Dashboard→ Communications Tab→ tricolon next to the portal user→ Open Communication

Communication Override:
When sending a Direct Message, the confirmation email can be overwritten at the time the message is sent.
To check for an override, open the message and review the Confirmation Email shown in the center. Does it display a different address than expected?

*NOTE: This is message specific, and only applies to directe messages sent TO the portal user. Each Direct Message may have a different confirmation e-mail entered.

Documents Module

Complete Steps 1–3 and answer the related questions to determine who should receive a confirmation email when a Portal User completes a document-related task (e.g., downloads or e-signs a document).

Step 1: Check Global Email Settings (GES)

Go to:
Wolters Kluwer Logo→ Administrative Tasks→ Portal Workflow→ Global E-mail settings→ Documents Tab

What is entered in the first line "Send Confirmation to Plan Admin":

Is a Confirmation E-mail entered in the Global Email Settings (GES) on the Documents Tab?

What is selected for *Editable (below the Confirmation Email) in the Global Email Settings (GES) on the Documents Tab?

The following questions will require you to review specific Portal User or communication setting and are only applicable when Editable is marked Yes,

If Editable is marked No, please select No for the questions below.

Step 2: Review the Edit Portal User Form (EPUF)

Edit Portal User Form (EPUF) used when reviewing confirmation emails for communications from a specific portal user. Go to:
Wolters Kluwer Menu Global or Plan level → tricolon next to the portal user→ Edit Portal User→ Documents Tab

Portal User Override:
When selecting a portal user, and reviewing the Documents Tab is there an alternate e-mail entered as the confirmation at the bottom of the window?

*Note, this is portal user specific. Each user may have different confirmation e-mails entered.

Step 3: Communication Override:

Go to:
Either the Portal plan level or global dashboard→ Communications Tab→ tricolon next to the portal user→ Open Communication

Communication Override:
When sending a communication, the confirmation email can be overwritten at the time of sending.
To check for an override, open the communication and review the Confirmation Email shown in the center. Does it display a different address than expected?

*Note, this is communication specific. Each communication may have a different confirmation e-mail entered.

Confirmation E-mail Assistant Simulator