tFLOW Documentation - 03a. Email Alert Presets

Email Alert Presets
One of the most challenging steps to setting up tFLOW correctly is deciding on a plan for email notifications.  Finding the right ground between sending out too many email alerts, and not alerting important events in a timely manner will take some experimenting and testing.  Because practices vary so widely from company to company, no one setting is going to work for everyone, which is why tFLOW gives you a great deal of flexibility in configuration.

Default Email Presets

tFLOW includes several default email notification presets that are assigned  to new users.
Depending on the role of the new user a different email configuration could be applied.

Each predefined Alert preset contains a selection of email notifications that will be automatically assigned to the user profile.
As an example, the Customer preset that is assigned by default to all client users, is including notifications  for Approval, New revision requests, Preflight errors and Comments notifications.

Default Email Presets Editor

The Alert Presets editor allows to customize the type and the number  of the emails sent to the clients.
To access the Email Alert Preset, click on the general settings icon and select the menu item “Email Alert Presets”:

The Editor will show the list of the currently defined presets in tFLOW:
You may edit an existing preset or create new one.

To edit one preset simply click on the item in the list.
This will open the preset editor and here you can now edit the selection just enabling or disabling the Alerts:

Press Save to confirm your selection and permanently store the setting.

Please note that the default presets cannot be renamed neither deleted.
In the preset editor they are marked with a solid gray icon:

Email Presets Assignment

The Alert Presets editor allows also to assign an email preset to all existing client users.
With this function you may override the Alert notification settings to all the existing customer users.
To apply the change to all user you need to edit a preset and click on the button "Apply Preset to Client Users":

A confirmation popup window will be displayed, just click Yes and the new settings will be automatically applied to all existing client users in tFLOW.