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Mail Settings

This page will allow you to format emails sent from the plugin as well as add people who will get copies of certain emails by default. Please be sure to click the “Save Email Settings” on the bottom of the page after making any changes that you want to save.

Admin Email

If you have additional people that need to get a copy of the admin when a user uploads a file then list them here seperated by a comma. You can also specify a wordpress role that would receive the email, so for instance if you have a custom role called “Customer Service” the email would be sent to everyone in the “Customer Service” Role. Roles should be lower case.

Admin Email

This is the email that is dispatched to admin.

Template Tags:

[file] = Link to File
[file_name] = Actual File Name
[file_real_path] = Real Path URL to the file
[file_in_document_area] = Link to the file in document area
[notes] = Notes or extra fields
[user] = users name
[uid] = User ID
[project] = project
[category] = category
[user_profile] = Link to user profile
[client_documents] = Link to the client document manager

User Email

Additional User Emails

If you have additional people that need to get a copy of the email when a user uploads a file then list them here seperated by a comma. You can also specify a wordpress role that would receive the email, so for instance if you have a custom role called “Customer Service” the email would be sent to everyone in the “Customer Service” Role. Roles should be lower case.

User Email

This is the email that is dispatched to user.

Template Tags:

[file] = Link to File
[file_name] = Actual File Name
[file_real_path] = Real Path URL to the file
[file_in_document_area] = Link to the file in document area
[notes] = Notes or extra fields
[user] = users name
[uid] = User ID
[project] = project
[category] = category
[user_profile] = Link to user profile
[client_documents] = Link to the client document manager

Admin Upload to User Email

Admin to user email

This email is dispatched when an admin adds a file in the administration area to a user.

Template Tags:

[file] = Link to File
[file_in_document_area] = Link to the file in document area
[notes] = Notes or extra fields
[user] = users name
[project] = project
[category] = category
[user_profile] = Link to user profile
[client_documents] = Link to the client document manager

Vendor Email

Vendor Email

This email is dispatched when a user sends a file to a vendor.

Template Tags:

[file] = Link to File
[notes] = Notes

Change Status Notification

This email is dispatched to the file owner and all parties involved with the file should the status of a file be changed

User Email

This is the email that is dispatched to user.

Template Tags:

[file] = Link to File
[file_name] = Actual File Name
[file_real_path] = Real Path URL to the file
[notes] = Notes or extra fields
[user] = users name
[uid] = User ID
[project] = project
[category] = category (status)
[user_profile] = Link to user profile
[client_documents] = Link to the client document manager

Revision Notification

This email is dispatched when a revision is made on a file

Revision Email

This is the email that is dispatched to user.

Template Tags:

[file] = Link to File
[file_name] = Actual File Name
[file_real_path] = Real Path URL to the file
[file_in_document_area] = Link to the file in document area
[notes] = Notes or extra fields
[group_notes] = Group Notes
[user] = users name
[uid] = User ID
[project] = project
[category] = category (status)
[user_profile] = Link to user profile
[client_documents] = Link to the client document manager

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  1. Anthony Brown

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