➢ Navigate to Marketing page from the left panel.

➢ Click on Email Templates.

➢ Expand the System Templates > Alerts folder.

➢ Open Daily Alerts.eml.

Email Templates

➢ Make any necessary edits.

Warning: This template contains several merge fields and altering the template may result in malformed email. You may change the logo, fonts, color, and text label but do NOT change the tables or any of the merge fields.

The e-mail templates found under System Templates will be replaced or updated during future upgrades. When using these templates, please create your own with a different name to avoid your changes being overwritten.

There are 2 ways to make your own template.

1. Rename Option:

➢ Simply right click on the template that you would like to customize and rename it to something else. For example, if the template is called Daily Alerts, you can rename it to My Daily Alert.

2. Copy the template:

➢ Select the template you want to make a copy of, then right-click on it and select Make Copy.

➢ In the window that opens, enter a name for the template in the File Name field.

➢ Click on the folder that you want to save the new template in, or right-click in the window and select New Folder to create a new one.

➢ Once you've highlighted the destination folder for the new template, click the Select button to save the template.

➢ Follow the instructions to assign this newly created template to your Lab.

➢ Navigate to File > Global Settings > Laboratory List > Laboratories.

Laboratories

➢ Edit the Lab which you plan to activate the Daily Alerts for.

➢ Click on the Lab Templates tab.

Laboratories > Lab Templates

➢ If the list is blank, click Add.

➢ Select the template found in Step 1.

Add Template

Please note: The Email Subject set in the Lab Settings > Lab Template menu will override the Email Subject from the Marketing > Email Templates menu.

➢ Click .

➢ Navigate to File > Global Settings > Alerts and Notifications

➢ Check the box to Enable Alerts

➢ Fill in the From Address field with your lab's email address.

Enable Alerts

➢ All other fields are optional and are not required for the setup of Daily Alerts.

➢ Click on Automated Services on the left panel.

➢ Click Job Management

➢ Find the Job named “Inbound Cases & Shipments"

Job Management

➢ Double click on the job to open it.

➢ Check the “This Job is Active” box.

➢ The time and frequency of the job can be changed from the Schedule tab.

Edit Automation Server Job

Please Note: If a test email was set in the parameter menu, please make sure to clear out that parameter before going live or all the emails queued will be sent to the test email address.

➢ Click OK to Save

The Daily Alerts are now enabled, and you may activate them for the customers that you would like to receive them.

➢ While on a Customer record, click Customer Settings > Alerts & Notifications.

➢ Locate the “Once at the end of the Day” section.

➢ Select from the 2 available options.

➢ Enable the Email notification method and ensure that a valid email address is entered.

Customer Settings

➢ Click OK to save your changes.