How do I manage my integrated Portal email notifications with CCH Axcess™ Document or CCH ProSystem fx Document?

For all Integrated Portal notifications except "Publish file to portal" events, do one of the following:
In CCH Axcess™ Document, do the following:
  1. Open Dashboard.
  2. Click Application Links.
  3. Under Firm, click Settings and defaults.
  4. On the left panel, drop-down Portal, and click Email Notifications.
  5. On the Manage Portal email notification events window, enter all applicable information.
  6. Click OK,
In CCH Axcess™ Document (on premise), do the following:
  1. Open Dashboard.
  2. Click Configuration.
  3. Under Firm (or Document), select Settings and defaults.
  4. On the left panel, drop-down Portal, and click Email Notifications.
  5. On the Manage Portal email notification events window, enter all applicable information.
  6. Click OK.

For only the "Publish file to portal" event, do one of the following:
In CCH Axcess™ Document, do the following:
  1. Open Dashboard.
  2. Click Configuration.
  3. Under Firm (or Document), select Settings and defaults.
  4. On the left panel, drop-down Document, and select Email Notifications.
  5. On the Manage Document email notification events window, enter all applicable information.
  6. Click OK.
In CCH Axcess™ Document (on premise), do the following:
  1. Open Dashboard.
  2. Click Configuration.
  3. Under Firm (or Document), select Settings and defaults.
  4. On the left panel, drop-down Document, and click Email Notifications.
  5. On the Manage Document email notification events window, enter all applicable information.
  6. Click OK.
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