Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Ability to add client number to email notifications

IRIS Docs monitors email subject line for auto email filing. It would be useful if all O/S emails contained that client number.

  • Richard Graham
  • Jun 20 2018
  • Shipped
  • Attach files
  • Mike Turner commented
    August 21, 2019 10:39

    Hi George,

    Just tested it and it works you can just copy and paste this ##File_Owner_Reference## in the email template

  • Guest commented
    August 20, 2019 15:50

    Mike - is this possible on all emails? For example on the 'File added to client' template this tag doesn't seem to be available for use.

  • Mike Turner commented
    December 12, 2018 18:12

    I've confirmed with the team that what i suggested above should achieve this, can you confirm?

  • Mike Turner commented
    November 01, 2018 17:13

    Hi Richard, i think this can be done by adding ##File_Owner_Reference## to your email template subject line. You are referring to the client ID right?