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Setting up Email Digest in Protecht.

Workflow email notifications are essential, but too many emails can be overwhelming. With Email Digest in Protecht ERM, you can consolidate multiple workflow alerts into a single, scheduled email for each user, reducing inbox noise while keeping key updates visible.

In this product tour, you’ll learn how to enable the digest feature, configure schedules and templates, apply digests to workflow rules, and activate the setting for individual users, all in just a few steps.

 

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Product tour contents

  • Enabling the Email Digest feature in system configuration settings

  • Defining a default digest schedule, including frequency, timing, and email templates

  • Creating additional schedules for different workflow needs or teams

  • Inserting the required Notification Digest macro in the message template

  • Applying the digest setting within specific workflow rules and assigning a schedule

  • Allowing digests for individual users via the User Library

  • Letting users control their own digest preferences through My Profile

  • Receiving a consolidated email with links to each digested notification and entry