Lockbox Notification Tab

Lockbox notifications can be set up to enable Nexsure to send email notifications to selected Nexsure users. The notifications are sent to specified user rights templates groups. For example, if the notification is set up for the Account Manager user rights template, then all users designated as an Account Manager will receive the notification.

To Navigate to the Notification Tab

1. On the Utility menu, click SETUP. The Setup Console is displayed.
2. In the Setup Console, click Interface > Lockbox. The file log tab is displayed.
3. Click the notification tab. The Notification Setup screen is displayed.

4. On the Notification Setup screen, click [Add New] to set up a new notification. A selection screen is displayed.

5. On the Notification Setup selection screen, select from the following:

• Processing Level: Exceptions and successes can be received at different points during the processing of a file. Select one of the processing levels to determine at which point in processing the lockbox files, the notification is to be sent. The options are:

• User Rights Template: Select one or more templates to determine which users will receive notification. Hold the Ctrl key to select more than one template.
• Send Notification On Exception: Notification of exceptions will be sent to users falling under the template type and according to the processing level specified.
• Send Notification On Success: Notification of successful processing will be sent to users falling under the template type and according to the processing level specified.
• Click Save to complete the notification setup.

6. Once the notification has been set up, the Notification Setup screen is again displayed. The following options are available in the summary:

• Details : Click the Details icon to edit any of the setup for the selected notification.
• Processing Level: The Processing Level chosen during the setup of the notification. The Processing Level determines at which point in processing the notification will be sent.
• User Rights Template: The User Rights Template chosen during the setup of the notification.
• Send Notification On Exception: A green check mark will be added here if the Send Notification On Exception option was chosen.
• Send Notification on Success: A green check mark will be added here if the Send Notification On Success option was chosen.
• Remove : Click the Remove icon to remove the notification setup for that particular template and exception level.

When a notification is sent to the users, the results will look as follows with the appropriate message for the notification:

Related Topics

Interface

Lockbox Tab

Lockbox File Log