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
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    • 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?