SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International
SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International

Email (Settings)

Settings

The following email settings control the appearance and content of system-generated emails:

Option Description
Email Display Name The display name included in all system-generated emails.
New User Welcome Message The New User Welcome Message is included in the onboarding email sent to new staff and contacts.
Signature The email signature included in all system-generated emails.
Banner Image Select the checkbox to include your organization's logo as a banner in all system-generated emails. To learn more about customizing your organization’s logo, see Add custom branding to Cloud
Days to Store Email The option enables the email log, a searchable list of sent emails. To enable the email log, select Forever (to store emails indefinitely) or Specify (to store emails for the number of days you select). To view your email log, select Settings | Email | Email Log.
Detailed Notification Include detailed information in email notifications for Staff and Contacts. Detailed information can include file names, user names, and communications related to the content.

Email Log

The email log is a searchable list of sent emails. You can select any email to view detailed information about it. Emails that were not successfully delivered are marked with a Undelivered email icon. The time span displayed is set in Email Settings. To view your email log, select Settings | Email | Email Log.

The Email Log section of the Settings page.

Was this helpful?

Yes
No
In this article
This content is exclusively related to and has been filtered out. Select the PRODUCTS dropdown in the top navigation to modify your filter settings.

Stay Connected

Subscribe to receive updates on the latest articles and news for CaseWare products.

Your download will start immediately after you subscribe.

Please enter a valid email.
No thanks, I just want the file.