Overview

The Notification category controls how system communications are configured across Efimis.

It governs:

• Email defaults
• Message quarantine (email delay control)
• Notification preferences (rules & triggers)
• Notification templates (message content structure)  

Available Settings

• Email Defaults
• Message Quarantine Configuration
• Notification Preferences
• Notification Templates

Email Defaults

Purpose

Defines the standard identity and sender details for all system-generated emails.

Configurable Fields

• Firm Logo (default branding)
• From / Reply-To Email Address
• From / Reply-To Display Name

Action

• Enter required values
• Click SAVE

These settings ensure all system emails maintain consistent firm branding.

Message Quarantine Configuration 

Purpose

Controls a time delay before system-generated emails are sent.

How it works

• Automated emails enter a quarantine period
• Emails remain held before sending
• Allows review before release

Key Benefit

• Provides control over automated communications
• Reduces risk of sending incorrect or premature emails

Summary Table

Learn more on Message Quarantine Configuration

Notification Preferences

Purpose

Defines when system notifications are triggered, who receives them, and how they are delivered.

System Behaviour Examples

• Trust Receipt Posted
  • Automatically saved to matter file (Desktop side)
• Invoice Issued:
  • Automatically emailed to client
  • Sent via SMS
• Internal Billing Event
  • Alerts relevant internal users

Delivery Methods

• Email
• SMS
• Document Filing
• None (disabled)

Key Configuration Controls

• Which system events generate notifications
• Who receives them
• Delivery method per event

Notification Preferences work alongside Notification Templates. 
Preferences control when notifications are sent, while templates control how they look.

Learn more on Notification Preferences

Notification Templates

Purpose

Defines the content, structure, and branding of system-generated messages.

Key Features

• Uses dynamic tags (e.g. client name, invoice number, firm data)
• Fully customisable email content
• Supports firm-specific branding and tone

Editable Elements

• Email body content
• Template structure
• Default messaging rules

Branding Fields

Within this setting you can also configure:

• Firm Logo
• From / Reply-To Email Address
• Display Name

Action

• Update fields as required
• Click SAVE

Learn more on Notification Templates

Best Practices

• Notifications are designed for automated bulk communication
• Quarantine provides an optional review layer before sending
• Preferences control trigger logic and delivery channels
• Templates control message design and branding
• Together they create a controlled communication workflow