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Configuring Web Notification for Cephai AI Document Intake

Configuring Web Notification for Cephai AI Document Intake

Configuring Web Notification for Cephai AI Document Intake

Configuring Web Notification for Cephai AI Document Intake

You can configure a new web email notification for Cephai AI Document Status that alerts a recipient when a document fails to upload during this process.

To configure the email template:

  1. Click System Settings > Maintain Email Templates. If you are using universal navigation, click Communications > Broadcast > Maintain Email Templates.

  2. Select the AI Document Status (Web Email Notification) template.

  3. Complete the template fields. You can insert the following Tags in the AI Document Status template:

    • AI Association Document List: Includes the following for every association document that failed in an association-specific folder:

      • Document Name

      • Document Folder

      • Association Name

    • AI Document Process Date: Date of when the AI document loader ran and failed for the listed documents.

    • AI Global Document List: includes the following for every global document that failed in a global folder:

      • Document Name

      • Document Folder

  4. Click Save.

This template corresponds to the AI Document Status Web Email Notification configured on the Settings > Setup Web Email Notifications screen. If you are using universal navigation, click Settings > General > System Email Notifications.

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