Creating a Custom Alert

Super Admins can create a custom field in Document Expirations and then update the email alert preferences to receive notifications for that event.

1. Create a Firm-Defined Document Expiration Field:
   1. Navigate to 'Setup' and click 'Knowledgebase.
   2. Select 'Expiration Dates Templates' under the 'Other Templates'.
   3. Click 'Add New'.
   4. Create a template name and description (for instance 21st Birthday).
   5. Click 'Save'.

2. Add the field to the Firm Defined Document Expiration Dates:
   1. In the client module, open any client profile page.
   2. Select 'Document Expirations' from the sub-menu.
   3. Click 'Customize Document Expirations Info'.
   4. In the popup, scroll to Firm-defined.
   5. Put a check next to the custom field and enter a sequence number.
   6. Click 'Save to all Staff'.
   7. This custom field will now appear for all users.
   8. To enter dates, click on the document type, click 'Edit', and then:
      • Enter the dependent's birth date in the Valid From field.
      • Enter the calculated date for 6 months before the 21st birthdate in the Valid To field.

Note: A step should be added to your internal process flow to add the dates as part of the normal case workflow.

3. Set up an Email Alert
   1. Go to 'My Profile' and click 'My Settings'.
   2. Select 'Email Alert Preferences'.
   3. Scroll to the 'Firm Defined Expiration Email Notification Details' and click 'Edit'.
   4. Locate the custom field, enter the advanced notification days, and select 'Save'.

Note: Make sure Setup Document Expiration Details is set to "Only if there are records - my clients only".