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User Guides

Notification emails

This page shows each kind of notification email, what it contains, and when it is sent. The examples come from Email previews in EVX Software and use placeholder names, such as Avery Sample and Sample Project. Your firm can change which details the emails show and the wording of each one, so yours may look different. See Notification information fields and Notification email templates.

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What every email has​

  • Subject: what happened and to which record, such as "Activity on task: Sample Package Review".
  • From: your firm's notification address, with the name Notification Manager unless your firm set another. Notifications never come from the person who made the change.
  • Your firm's logo at the top, if your firm turned it on.
  • Project and Task: the project the record belongs to, and the record's name, which links to it in EVX Software.
  • Information block: details such as Assigned to, Due date, Status, and Priority. Your firm chooses them for each kind of record.
  • A footer: "This is a system notification, do not reply to this email." Reply in EVX Software, with a comment on the record, instead.

Activity​

Sent when a record you follow changes, if the trigger for that change is set to Immediate. It names who made the change and when, then each change, with the old value struck through and the new one in bold.

Old values are struck through; new values are in bold.

When several edits are made on the same record within a few minutes, they arrive together in one activity email. A change such as adding, completing, or reopening a task can keep its own subject, such as "Task completed", instead of "Activity on task".

Reminder​

Sent at the time set on a task or event reminder, such as one day before the due date. It says what is due and asks you to review the details and update the status if needed. Reminders are sent even if nothing changed.

A reminder arrives even if nobody touched the task.

The subject names the task and when it is due, such as "Reminder: Sample Package Review — due tomorrow (07/24/2026)". Start date reminders and event start reminders work the same way.

Daily summary and weekly summary​

One email with every change set to Daily summary or Weekly summary since the last one. Changes are grouped by project, then by task, each with who changed what and when.

A summary groups the changes by project, then by task.

The weekly summary has the same layout, with a week of changes.

Assignment​

Sent when a task is assigned to you, if They are assigned a task is set to Immediate. It greets you by name, names the task and its project, who assigned it, and its due date. Select the task's title to open it.

Select the task title to open the task.

Other emails​

Your firm's templates include a few more, with the same look:

EmailSent when
New commentSomeone comments on a record you follow. Subject: who commented, on which record.
Task completed, Task reopenedA task you follow is completed or reopened.
You have been subscribed, You have been unsubscribedSomeone adds you to or removes you from a record's subscribers.

Example: reading a summary​

A project manager opens her daily summary. Under the Phase I project, she sees that the records review task moved from Pending to Completed and that the site visit's priority went to High. She opens the site visit from the task's title and confirms the date with the field team, without opening any other record.

What you can do next​

  1. Your notification settings to choose which emails you get, and when.
  2. Subscriptions to follow the records you care about.
  3. Comments to reply where everyone sees it.
  4. Notification information fields and Notification email templates if you're an administrator choosing what the emails show and say.
Previous: Your notification settings