{"id":20790,"date":"2021-03-03T09:34:50","date_gmt":"2021-03-02T20:34:50","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=20790"},"modified":"2024-04-01T21:14:51","modified_gmt":"2024-04-01T21:14:51","slug":"email-integration","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/email-integration\/","title":{"rendered":"Email integration"},"content":{"rendered":"

Alerts<\/h4>\r\n\r\nYou can receive alert emails about anything related to you<\/b> in Psoda. An example of this is if a task gets allocated to you, you will receive an email notifying you about this.\r\n
\r\n
\r\nThese alerts are controlled by your administrators. They can turn these on and off for specific users.\r\n
\r\n
\r\nIf you click \u201creply all\u201d to an email alert you have received from Psoda, Psoda will automatically attach you email reply as a comment on that asset.\r\n
\r\n
\r\n
\r\n\r\n

Notifications<\/h4>\r\n\r\nYou can receive notification emails about anything you follow<\/b> Psoda.\r\n
\r\n
\r\nTo follow something in Psoda, press the bell icon next to the asset you want to follow as shown in Figure 1.\r\n\r\n

\"\"<\/a><\/p>\r\n

Figure 1 – Follow button<\/strong><\/p>\r\n\r\n

\"\"<\/a><\/p>\r\n

Figure 2 – Follow popup<\/strong><\/p>\r\n\r\nIn the popup you can select exactly what you want to follow. Whatever you choose here you will get an email when this happens for this particular asset. \r\n
\r\n
\r\nTo customise email notifications, open your preferences<\/b> by clicking the user menu and then clicking preferences as shown in Figure 3.\r\n\r\n

\"\"<\/a><\/p>\r\n

Figure 3 – User menu preferences<\/strong><\/p>\r\n
\r\nNavigate to the \u201cNotifications\u201d tab in the preferences popup. Here you can change preferences<\/b> like what language the email is in, the frequency you receive these emails, and the format you want these emails in. This is shown in Figure 4,\r\n\r\n

\"\"<\/a><\/p>\r\n

Figure 4 – Notification preferences<\/strong><\/p>\r\n\r\n

Workflow email integration<\/h4>\r\n\r\nAdministrators can configure workflows to send specific emails to users. For example, an action is due in 3 days or risk has been critical for 3 weeks. \r\n
\r\n
\r\nAnother use of this would be used to request a review<\/b> of a document or change request. In this case the email can include a link to approve or reject an item. This link will open a new email reply with a special command and EID in the subject line. After sending this email, it will automatically approve or reject without needing to login to Psoda to do so.\r\n
\r\n
\r\n
\r\n

CSV import via email<\/h4>\r\n\r\nCustomers can import a CSV file directly from emails. This means you can create an email with a specific command to upload the CSV attachment into Psoda without having to login.<\/b> This can be set up by Psoda engineers based on your organisation\u2019s requirements.\r\n
\r\n
\r\nThe results of the import are emailed back to the primary contact of the organisation.\r\n\r\n
\r\n
\r\n

Comment generation via email<\/h4>\r\n\r\nEmails sent with a valid Psoda email id and no specific importing command will generate comments on an asset.\r\n
\r\n
\r\nAdministrators can configure this to prevent comments from being generated based off of certain key phrases such as ‘Automatic reply’ or ‘Out of office’.\r\n
\r\n
\r\nThe location of where Psoda will look for these key words and any Email ID can also be configured.\r\n
\r\nThis is shown in Figure 5.\r\n\r\n

\"\"<\/a><\/p>\r\n

Figure 5 – Email settings<\/strong><\/p><\/div>\r\n

Related topics<\/h4>\r\n