Minimum Software Version8.18.10
Solution(s)Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓
Explains how project administrators can configure notification rules to automatically send emails when specific events occur within a project.


The Notifications feature allows project administrators to define automated rules that control when notifications are sent, what triggers them, who receives them, and what the notification contains.

Notifications are configured at the project level and apply to all users or groups specified in each rule. At present, individual users cannot opt themselves into notifications; all notifications must be centrally configured by an administrator with the appropriate permissions.

Notification rules are useful for keeping stakeholders informed of key changes such as record updates, document activity, or important date‑based alerts.

Adding a new notification rule

New rules are created from the Rules tab within the Project settings menu.

  1. Open the project.
  2. Navigate to Project settings.
  3. Select the Rules tab.
  4. Choose the option to +Add.
  5. Configure the rule using the fields described below.
  6. Save the rule.
  7. Activate the rule to begin sending notifications.

Notification rule configuration options

FieldPropertyDescription
Name—A descriptive name for the rule. Use clear naming so the rule is easy to identify in long lists.
Trigger eventNew recordSends a notification when a new record is added to the selected worksheet.
Record changeSends a notification when an existing record is edited or deleted.
Document added to folderTriggers when a document is uploaded into or moved into a specified folder.

Document removed from collectionTriggers when a document is moved out of or deleted from a specified collection.

Document added to collectionTriggers when a document is uploaded into or moved into a specified collection.
Date alertTriggers based on a date field in a worksheet, either on the date itself or a specified time before or after (minutes, hours, days, weeks, months, or years).
Description—Optional text to describe the purpose of the rule.
ActionsNotify: Fixed users or groupsSends an email to selected users or groups within the project.
Notify: Context‑dependent userSends notifications to users listed in a worksheet field of type User or Multiple users, allowing recipients to vary by record.
Email subject—Subject line of the notification email.
Notification text—Body content of the email sent when the rule triggers.

Managing notification rules

Once configured, notification rules appear in a table on the Rules page. Administrators can perform the following actions:

  • Activate – Enables the rule so it begins sending notifications
  • Deactivate – Disables the rule without deleting it
  • Edit – Updates rule settings
  • Delete – Permanently removes the rule

Important:

  • Deactivation is indefinite and reversible.
  • Deletion is permanent; deleted rules cannot be restored.


Use notification rules to keep project participants informed of critical activity without manual follow‑up. Review rules periodically to ensure they remain relevant and accurately reflect project workflows.