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Email Notifications
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Email Notifcations
The document describes two types of email notifications in CCH Workflow: "Notify User" and "Notify Team." Both use SMTP protocol, requiring up-to-date employee email addresses. "Notify User" informs employees when a task is active, while "Notify Team" keeps managers updated on task completions at specified intervals. Key setup instructions include ensuring correct client partner assignments and enabling notification options within task templates. Additionally, SMTP server settings must be configured in the Central Database to enable email notifications. The notification frequency is set globally, and examples of emails are included.