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Email Notification

After you have created a Referral you may want to notify the assigned Office by e-mail. In CLIFF this is as simple as clicking the notify button in the Log's Referral List as shown below.

Note that the Notify button will not appear if any of the conditions are true:

  • The sending Office does not have an email account associated with it.
  • The receiving Office does not have an email account associated with it.
  • The Log is closed
  • The Status of the Referral is Completed

To Send an Email Notification

  1. Click on the Notify button. The following window will open:

  2. Set your options as follows:
    Include Notes
    Include Notes from the Log
    Include Attachments
    Include Attachments from the Log. You may choose which attachments to send.
    Secure (Link to Log)
    Only send a link to the Log. Depending on the configuration of CLIFF this may be your only option.
    Allow access for [ ] working/calendar days
    How many days the link should remain available.
    Unsecure (Image of Log)
    Send the Log information in the email. This option may not be available to you.
    Delete after sending or link expired
    Don't keep the e-mail in CLIFF after sending or the link expired
    Priority
    Set email priority
  3. Enter a To: email address.
  4. (optional) Enter a CC: email address. If more than one address, separate them with commas.
  5. (optional) Enter a BCC: email address. If more than one address, separate them with commas.
  6. Enter a Note to be inserted in the email.
  7. Click Email to send. The From Office Referral Comments will be updated with the date and time the email was sent, and who it was sent to. The Subject of the sent email will contain the Log ID and the Referral Action to be performed.