This article describes Devensoft’s email notifications by template name, template email subject and a description of how the template is used.
Devensoft’s Notification Management
The below table describes Devensoft’s notification management by name, email subject and the description of how the template is used.
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Template Name |
[Email] Subject |
Description |
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Account |
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1. |
ChangePassword |
Devensoft password changed |
Informs the user that their password was changed. |
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2. |
ChangePasswordByAdmin |
Devensoft password changed |
Informs the user that their password was changed by their Devensoft Administrator. |
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3. |
InActiveUserNotification |
Devensoft User Access - Temporary Deactivation Reminder! |
When enabled, a temporary deactivation reminder email is sent to the user. |
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4. |
ResetPassword |
Devensoft Reset password |
On the login screen, when the “Reset Password” link is pressed by the user, they will receive an email with a link to reset their password. |
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5. |
UserDeactivationNotification |
Devensoft User Access - Temporary Deactivation |
After “x” number of days of inactivity, a user’s account will be temporarily deactivated. |
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6. |
WelcomeEmail |
Welcome to Devensoft |
If enabled, newly created users, or imported users will automatically receive an email with credentials and a link to log into their M&A tool. |
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Activities Summary |
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7. |
DueDiligenceSummary |
Due Diligence Daily Summary |
Sends the user a summary of total requests sent, total responses received and past due responses. |
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8. |
Email_Reminder |
Devensoft Activity Reminder |
Informs the Owner of their activities that are overdue, finishing soon and starting soon. |
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Audit |
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9. |
Audit_Added_ToDoComment |
Devensoft Notification: [ModifiedByFullName] commented on To-Do "[ToDoName]" |
Informs users that a To-Do Comment was made by another user. |
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10. |
Audit_DependencyUpdated_Concurrent_All |
Devensoft Notification: Concurrent [ItemType] was changed |
Informs the Owner that a concurrent item (within the Gantt chart) was changed. |
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11. |
Audit_OwnerAssigned_Risk,Action,Issue,Decision |
Devensoft Notification: [ItemType] was assigned to you |
Informs the Owner when they have been assigned a Risk, Action, Issue or Decision. |
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12. |
Audit_OwnerAssigned_SubWorkstream,Milestone,Task,SubTask |
Devensoft Notification: [ItemType] was assigned to you |
Informs the Owner that a Workstream, Milestone, Task or SubTask was assigned to them. |
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13. |
Audit_OwnerAssigned_ToDo |
Devensoft Notification: [ModifiedByFullName] assigned To-Do "[ToDoName]" to you |
Notifies the Owner when they are assigned a To-Do item. |
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14. |
Audit_Updated_Risk,Action,Issue,Decision |
Devensoft Notification: Your [ItemType] was changed |
Notifies the Owner that their Risk, Action, Issue or Decision was changed. |
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15. |
Audit_Updated_SubWorkstream,Milestone,Task,SubTask |
Devensoft Notification: Your [ItemType] was changed |
Informs the Owner that their Activity, e.g. SubWorkstream, Milestone, Task or SubTask was changed. |
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16. |
Audit_Updated_ToDo |
Devensoft Notification: [ModifiedByFullName] updated To-Do "[ToDoName]" |
Informs the Owner of a To-Do that it was updated by another user. |
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Colorization |
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17. |
Colorization_AtRisk_Task,SubTask |
Devensoft Notification: Your [ItemType] is At Risk |
Informs the Owner that their Task or SubTask is at risk. |
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18. |
Colorization_Delayed_Milestone |
Devensoft Notification: Your [ItemType] is past due |
Informs the Owner that their Milestone is past due. |
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Due Diligence |
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19. |
CommentTaggedUsers |
You have been mentioned in a comment. |
Informs the user that they have been tagged/mentioned in a Due Diligence comment. |
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20. |
DdResetPassword |
Due Diligence Reset password |
Automatically sends an email to the user when they press “Forgot Password?” on the login screen. |
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21. |
RegisterDdUser |
Due Diligence Registration Link |
Sends an email to the Seller explaining Devensoft’s Due Diligence Portal process and allows them to create their Due Diligence login credentials. |
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22. |
ResendRoundNotificationDdUser |
Due Diligence Additional Request Items |
When additional request items have been added to the Due Diligence Portal, the user is sent a link to log into the Due Diligence Portal to review these items. |
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NDA |
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23. |
NDA_Clarification |
Devensoft NDA Clarification |
A notification is sent to the Attorney seeking NDA clarification. |
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24. |
NDA_Signed |
Devensoft NDA Signed |
Informs the user that they have successfully signed the NDA and includes a link to access the deal. |
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25. |
NDA_SignedForDealLead |
Devensoft NDA Signed |
Informs the Deal Lead that a user has successfully signed the NDA of a particular deal. |
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26. |
NDA_SigningRequest_ByApp |
Devensoft NDA Sign Request |
Informs the user that they must complete the NDA by clicking on a link and navigating through the NDA wizard. |
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27. |
NDA_SigningRequest_ByEmail |
Devensoft NDA Sign Request |
Informs the user that they must complete the NDA by reviewing the NDA within their email, followed by selecting the Agree button. |
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Request Update |
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28. |
Email_RequestUpdate |
Request Update Details |
In the Activity Map of an Integration, when a user selects a check box(es) for an Activity(ies), the Request Update button is enabled. When pressed, an email is sent to the Owner or Responsible party to update their Activity’s Actual Start Date, Actual End Date, % Complete and Notes. |
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29. |
RequestUpdateConfirmation |
Request Update Confirmation |
The person who pressed the Request Update button receives an email confirmation of the updated Activities. |
Notification Management Template Descriptions