Anterra E-Mail Management
Manage
Anterra E-Mail Notifications
Overview
Anterra
has E-mail notifications for AR Action Items, Procore Action Items, and
Unmapped Accounts. Typical menu access is located as shown below. Each client
may have customized menus.
Click
on User Name > E-Mail Management (Upper Right hand corner of the ABI screen)
Or
Admins can navigate Admin > UI Administration > E-Mail Management
E-Mail Management
The
E-mail Management pop out is where users can enable, schedule, and select email
content from Anterra.
The
pop out displays:
1) Enable Scheduled E-Mail:
2) Scheduled Mail Content:
3) Schedule Delivery Time:
4) Do Not Send Schedule Mail on
Weekends:
5) Enable AR Actions Assignment
Notification:

Enable Schedule E-Mail:
To
receive any E-mail notifications, a user must first Enable Scheduled E-Mail:
Scheduled Mail Content:
Then
select Scheduled Mail Content by clicking in the ‘Add content for your daily
email here’ box and a dropdown will appear:
Continue to click
within the selection box to select multiple content, as applicable:
Schedule Delivery Time:
Then
select Schedule Delivery Time by clicking in the ‘Select delivery hours’ box
and a dropdown will appear:
Continue to click
within the selection box to select multiple delivery time, as applicable:
Do Not Send
Schedule Mail on Weekends:
To NOT receive
any E-mail notifications on weekends, a user must select Do Not Send Schedule
Mail on Weekends:

Enable AR Actions Assignment
Notification:
To Enable AR Actions Assignment
Notification as the assignments are made, as user muse select Enable AR Actions
Assignment Notification. Note that these notifications are NOT part of the
Scheduled delivery and will arrive as the AR Actions Assignments are made.
Save Changes:
Click Save Changes to activate the
E-Mail Management selections:
Pop out automatically closes upon saving.
E-mail
E-mail will
arrive from notification email with Subject of Anterra Status Update and a
Section in the email for each Content selected:
Please contact Anterra Support to
discuss your E-mail Management needs.
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