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Approver E-mail Notification Task

The Approver E-mail Notification task can be installed to send an e-mail to invoice approvers listing the invoices awaiting their approval. The e-mail will be sent to the address(es) that have the Is Primary checkbox selected on the person’s Contact Info tab.

þÿ  It is recommended that the Invoice Routing task be used in conjunction with the Approver E-mail Notification task.

þÿIf invoice logical group is enabled and a user who does not have access to a matter is explicitly assigned to approve an invoice for that matter, the Approver E-mail Notification task will send the user an e-mail from which he/she can access and approve the invoice.

However, the invoice will display “Restricted Data” in areas that pertain to the matter.

When you schedule this task, you will need to enter the application URL (such as http://<ServerName>:<Port>/<Context>, where <ServerName> is the name of the server hosting the Suite application, <Port> is the number of the port used to connect to the server, and

<Context> is the context name for Suite) in the Parameters area on the Schedule Information dialog box. Additionally, you need to enable alerts using the Rules Engine component and specify the e-mail address from which to send the alerts.

E-mails sent to approvers will have a link to the Invoice Summary page and list the individual invoices with a link to each. Clicking a link opens the corresponding page in eCounsel.

When configuring this task, select the E-mail checkbox next to a user name on the Users tab on the Alert Profile Information dialog box if a user does not want to receive e-mail notifications. The System checkbox indicates that notification will be made by an alert in a widget on the user’s home page.

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