Templates

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Base

• Base Email — Base email definition used for all emails.

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User

• User Created (Admin) — Email sent to the admins when a new user account is created.
• Customer Registration (Staff) — Email sent to staff when a new customer registers an account.
• Customer Invitation — Email sent to invite a customer to activate their account.
• Worker Invitation — Email sent to invite a worker to activate their account.
• Email Verification — Email sent to user to verify their email address.
• Reset Password — Email sent to user to reset their password.
• Reset Two-Factor Authentication — Email sent to user to reset their two-factor authentication.

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Transcription

• Transcription Created By Manager (Customer) — Email sent to the customer when a transcription request is created by a manager.
• Transcription Created By Manager (Manager) — Email sent to the manager when a transcription request is created by a manager.
• Transcription Submitted By Customer (Customer) — Email sent to customer when a transcription is submitted by the customer.
• Transcription Submitted By Customer (Staff) — Email sent to staff when a transcription is submitted by a customer.
• Transcription Estimated (Customer) — Email sent to the customer when a transcription estimate is ready.
• Transcription Estimated (Staff) — Email sent to staff when a transcription estimate is created.
• Transcription Estimate Approved (Staff) — Email sent to staff when a transcription estimate is approved.
• Transcription Estimate Declined (Staff) — Email sent to staff when a transcription estimate is declined.
• Transcription Unassigned (Staff) — Email sent to staff when a transcription becomes unassigned.
• Transcription Offer (Worker) — Email sent to worker offering a transcription job.
• Transcription Offers Reminder (Worker) — Reminder email sent to worker about pending transcription offers.
• Transcription Offer Declined (Manager) — Email sent to manager when a transcription offer is declined.
• Transcription Ready for Typist (Worker) — Email sent to typist when a transcription is ready for the typist.
• Transcription Ready for Editor (Worker) — Email sent to editor when a transcription is ready for the editor.
• Transcription Due Soon Reminder (Worker) — Reminder email sent to worker about pending transcription work.
• Transcription Overdue (Worker) — Email sent to worker when a transcription is overdue.
• Transcription Ready for Manager (Manager) — Email sent to manager when a transcription is ready for review.
• Transcription Invoice (Customer) — Email sent to the customer with their transcription invoice.
• Transcription Completed (Customer) — Email sent to the customer when a transcription is completed.

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Proceeding

• Proceeding Created (Customer) — Email sent to the customer when a proceeding is created by a manager.
• Proceeding Created (Manager) — Email sent to the manager when a proceeding is created.
• Proceeding Submitted (Customer) — Email sent to the customer when they submit a proceeding request.
• Proceeding Submitted (Staff) — Email sent to staff when a customer submits a proceeding request.
• Proceeding Rescheduled (Manager) — Email sent to the manager when a customer reschedules a proceeding.
• Proceeding Rescheduled (Worker) — Email sent to worker when a proceeding they are assigned to is rescheduled.
• Proceeding Rescheduled (Customer) — Email sent to customer when the manager reschedules a proceeding.
• Proceeding Location Update — Email sent to customers and workers when an in-person proceeding location is updated.
• Proceeding Remote Meeting Invitation — Email sent to customers, workers, invitees and other guests with remote meeting details for a proceeding.
• Proceeding Remote Meeting Invitation (Zoom) — Email sent with Zoom details for proceeding.
• Proceeding Reminder (Customer) — Email sent to customer 1 hour before proceeding start time.
• Proceeding Reminder (Worker) — Email sent to workers 1 hour before proceeding start time.
• Post Session Report Request (Court Reporter) — Email sent to court reporter after proceeding ends requesting session report.
• Post Session Feedback (Manager) — Email sent to manager when worker submits post-session feedback.
• Proceeding Canceled (Worker) — Email sent to worker when a proceeding is canceled by manager or customer.
• Proceeding Canceled (Manager) — Email sent to manager when a customer cancels a proceeding.

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Proceeding Workers

• Proceeding Assigned (Worker) — Email sent to worker when assigned a new proceeding job (when approval is NOT required).
• Proceeding Offer (Worker) — Email sent to worker when offered a proceeding job (when approval is required).
• Proceeding Promotion to Primary (Worker) — Email sent to worker when promoted from backup to primary worker.
• Proceeding Canceled (Worker) — Email sent to worker when their assigned proceeding job is canceled.
• Proceeding Missing Primary Workers (Manager) — Email sent to manager when primary worker cancels and no backup is available.

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Proceeding Confirmation

• Proceeding Confirmation Request (Customer) — Email sent to customer requesting confirmation of proceeding 3 days before start time.
• Proceeding Confirmation Reminder (Customer) — Reminder email sent to customer about an unconfirmed proceeding 24hrs before start time.
• Proceeding Confirmation Request (Worker) — Email sent to worker requesting confirmation of proceeding coverage 3 days before start time.
• Proceeding Confirmation Reminder (Worker) — Reminder email sent to worker about an unconfirmed coverage 24hrs before start time.
• Proceeding Confirmation Missing (Manager) — Email sent to manager when a proceeding remains unconfirmed 24 hours before start time.

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Proceeding Orders

• Proceeding Order Created (Customer) — Email sent to the customer when a new proceeding order has been created.
• Proceeding Order Created (Manager) — Email sent to the manager when a new proceeding order has been created by a customer.
• Proceeding Order Canceled (Customer) — Email sent to the customer when their proceeding order has been canceled.
• Proceeding Order Completed (Customer) — Email sent to the customer when their proceeding order has been completed.

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Proceeding Suborders

• Proceeding Suborder Created (Worker) — Email sent to the worker when a new proceeding sub-order has been created.
• Proceeding Suborders Created (Worker) — Email sent to the worker when multiple proceeding suborders have been created.
• Proceeding Suborder Canceled (Worker) — Email sent to the worker when their proceeding suborder has been canceled.
• Proceeding Suborders Canceled (Worker) — Email sent to the worker when multiple proceeding suborders have been canceled.
• Proceeding Suborder Ready (Manager) — Email sent to the manager when a worker has submitted their completed work for a suborder.

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Proceeding Invoices

• Proceeding Deposit Invoice (Customer) — Email sent to the customer with their proceeding deposit invoice.
• Proceeding Order Invoice (Customer) — Email sent to the customer with their proceeding order invoice.
• Proceeding Service Invoice (Customer) — Email sent to the customer with their proceeding service invoice.