To keep users informed, MOVEit Transfer can send out a number of different email notifications, alerting users about the arrival of new files or packages, informing them of impending password expirations, and so forth. Notification emails can also be sent out to administrators, informing them of user password expirations, account expirations, and account lockout events. By default, notifications go out as HTML email and use the same stylesheet as the organization that originated them, meaning organization color schemes, icons, and font information are all maintained in the emails that end users receive.
Example New File notification:
General Settings
All outgoing email notifications are subject to a group of settings that control the different informational elements that are included in such emails. For some organizations, user awareness may be important, so the administrators may decide to include as much information as possible. For other organizations, security is a priority, which would lead administrators to restrict the plain-text sending of information. The settings that control these elements can be found by going to the Settings page and clicking the Appearance | Notification | Items Displayed link. See Web Interface - Settings - Appearance - Notification - Items Displayed for more information.
In addition to the general notification settings, each group of notifications usually has its own settings which determine how specific notifications will be sent. Some notifications have multiple send settings, while others determine only whether a notification will be sent. Finally, each notification recipient can choose not to receive notifications (or be denied notifications by the administrator) by setting their Email address to a blank string in their Web Interface - Common Navigation - My Account page. Administrators may alternately wish to set the Notifications setting on the user's Web Interface - Users - Profile page to Off, which provides the same effect.
Custom Notifications
The content of email notifications is defined by a number of standard templates. Although the settings described above allow you to turn on and off specific components of the notifications, they do not let you control the text. The Custom Notifications feature allows you override the standard template with a customized version for all users within an organization, or for just a specific group. You can load a standard notification template, edit its content, see what it looks like, and test it before turning it on for use in production.
A web-based editing environment lets you preview your custom notification as an HTML message or a TEXT message. You can also send the sample notification to yourself as an email to see how it looks in your email browser. Once you are satisfied with your notification, a simple switch will enable it for use in your production organization, overriding the standard notification template. Or you can configure a specific user group to receive the custom notification, while other users, not in the group, continue to receive the standard template. The editing function for creating custom notifications can be found by going to the Settings page and clicking the Appearance | Notification | Custom link. See Web Interface - Settings - Appearance - Custom Notifications for more information.
File Notifications
File notifications inform file senders and recipients about file actions, such as new uploads and downloads. This group of notifications is controlled from the Web Interface - Folders - Settings page of the destination folder. The notifications (and their corresponding settings) are:
File Upload Confirmation - (Upload Confirmation to Sender setting) - Sent to the uploader of a new file informing them that the file has arrived and that the appropriate users have been notified of its arrival. File Upload Confirmations can be sent either individually (immediately after a file has been uploaded), or as a delayed batch message listing all the files that were uploaded by the user within a configurable time frame.
New File Notification - (New File Upload to Recipient setting) - Sent to users with Notify rights to the uploaded file's parent folder, informing them of the arrival of the new file. New File Notifications can be sent either individually (immediately after a file has arrived), or as a delayed batch message listing all the files that have arrived within a configurable time frame.
File Delivery Receipt - (Delivery Receipt to Sender setting) - Sent to the uploader of a file when another user downloads that file or deletes it before downloading it. File Delivery Receipts are only sent out individually, as soon as the download or delete action has occurred.
File Non-Delivery Receipt - (Alert Sender if File is Not Downloaded setting) - Sent to the uploader of a file when another user deletes it before downloading it. File Non-Delivery Receipts are only sent out individually, as soon as the delete action has occurred.
These notifications work with all folder types, including virtual folders.
Package Notifications
Package notifications inform package senders and recipients about package actions, such as new posts and views. These notifications are controlled at the organization level by the Ad Hoc Transfer Access and Content settings. If enabled, the delivery receipts can be controlled on a package-by-package basis by the sender. Notifications included in this group are:
New Package Notification - Sent to recipients of packages informing them that a new package has been posted for them to view. New Package Notifications are always sent, unless the recipient's Notification setting is set to Off, or the user has no email address. Depending on the settings in Unregistered Users for the current organization, this notification may also include account information for newly created Temporary Users.
New Temp User Package (with password) - Sent to temp user recipients of packages informing them that a new package has been posted for them to view and includes account information for the new user, including a password.
New Temp User Package (with password link) - Sent to temp user recipients of packages informing them that a new package has been posted for them to view and includes account information for the new user, including a link to where the user can set a password.
New Guest Package - Sent to guest user recipients of packages informing them that a new package has been posted for them to view and includes a package password for the guest user.
Package Password Notification - Sent to guest user recipients of packages to provide a password for the guest user to view the package. This is sent if package passwords are configured to be sent separately from the New Guest Package notification.
Package Delivery Receipt - Sent to the sender of a package when a recipient views the package, deletes the package before viewing it, or is herself deleted before viewing the package. Package Delivery Receipts are also sent if the package is deleted before one or more recipients has viewed it. Package Delivery Receipts are only sent if the sender of the package enables the Delivery Receipt(s) setting on an individual package before sending it. See the Web Interface - Packages - Sending page for more information.
Package Download Receipt - Sent to the sender of a package when a recipient downloads a file from the package. Package Download Receipts are sent only if the sender of the package enables the Delivery Receipt(s) setting on an individual package before sending it.
Package Deleted By User - Sent to the sender of a package when a recipient deletes the package before viewing it. This notification is sent only if the sender of the package enables the Delivery Receipt(s) setting on an individual package before sending it.
Package User Was Deleted - Sent to the sender of a package when a recipient is deleted before viewing the package.
Package Expiration - Sent to the sender of a package when the package expires. A package expires when it meets either the package expiration number of days, or the maximum downloads specified in the individual package options (if available), or otherwise set by the administrator in the Ad Hoc Transfer - Package Quotas.
Package Delayed Delivery Receipt - For bulk notification of package delivery events. Sent to the sender of a package to provide bulk notification of when a recipient views the package. Package Delivery Receipts are only sent if the sender of the package enables the Delivery Receipt(s) setting on an individual package before sending it.
Webpost Notifications
Webpost notifications inform posters and recipients about Webpost actions. This group of notifications is controlled from the Web Interface - Folders - Settings page of the destination folder. Notification messages included in this group are:
New Webpost Notification - Sent to users with Notify rights to the Webpost folder, informing them of the arrival of the new post.
Webpost Confirmation - Sent to the poster of a new Webpost informing them that the post has arrived and that the appropriate users have been notified of its arrival. The confirmation includes a "Thank You" message configured for the Webpost folder.
User / Password Notifications
User / Password notifications inform users about changes in the status of their user accounts. Notifications included in this group are:
New User Welcome (with password) - Informs a new user that their account has been created on the system. Includes the account username, and the account password.
New User Welcome (with password link) - Informs a new user that their account has been created on the system. Includes the account username, and a link to where the user can set a password.
Guest Self Registration Welcome - Sent to self-registering guest users when the emailed password option is being used. The notification includes a URL link and a password. It explains that they can sign in and then send the package.
Temp User Self Registration Welcome - Sent to self-registering temporary users who self-register using the reCAPTCHA option. It confirms creation of their new temporary user account.
Temp Self Registration Welcome (with password) - Sent to self-registering temporary users when an emailed password is being used. The notification includes the account username, a password, and a URL link. It explains that a new account has been created and that they can use the link to sign in.
Temp Self Registration Welcome (with password link) - Sent to self-registering temporary users when an emailed password request link is being used. The notification includes the account username and a URL link. It explains that a new account has been created and that they can use the link to begin using the account.
New Password Notification (with password) - Sends the password of a new or existing user to that user. These messages are only available if the proper Permissions are set in an organization's Password Policy.
Password Change Request Confirmation - Sent to a user who requests a password change from the sign-on screen (this feature must be turned on for the organization.) The link on the email must be used to complete the password change process. These messages are only available if the proper Permissions are set in an organization's Password Policy.
Password Change Request Error - Sent to a user who requests a password change from the sign-on screen when he has been configured to not allow password change. These messages are only available if the proper Permissions are set in an organization's Password Policy.
New User Password Request Confirmation Sent to a new user who received a password link notification and sets a password successfully. These messages are only available if the proper Permissions are set in an organization's Password Policy.
New User Password Request Error Sent to a new user who received a password link notification and sets a password that does not meet the password rules. . These messages are only available if the proper Permissions are set in an organization's Password Policy.
Password Expiration Warning - Sent to a user informing them that their password expiration time is approaching. Users still have time to log on and change their password before their account is locked out. This group of warnings is controlled from the Web Interface - Settings - Security Policies - Password page.
Password Expiration - Sent to a user informing them that their password expiration time has run out. Users are directed to their administrator for reinstatement.
User Account Expiration Warning - Account expiration warnings inform users that their account is either about to expire, or has expired already. This group of notifications is controlled from the Web Interface - Settings - Security Policies - User Authentication page.
User Account Expiration - Sent to a user informing them that their account has expired and is no longer accessible.
Administrator Notifications
Administrator alerts inform interested administrators of various important user events in an organization. These notifications are always sent, but only to administrators who have their Notification setting set to On + Admin. Notifications included in this group are:
Admin User Expired Notice - Informs administrators that one or more user accounts have either expired, or are about to expire. User Expired Notices contain a list of users and their account status (either Expired or Warned and the reason for expiration).
Admin User Locked Out Notice - Informs administrators that a user has been locked out of the system due to a sign-on violation.
Admin User Password Notice - Informs administrators that one or more user passwords have either expired, or are about to expire. User Password Notices contain a list of users and their password status (either Suspended or Warned).
Admin IP Locked Out Notice - Informs administrators that an IP address has been locked out of the system due to a sign-on violation.
Admin User Counts Notice - Sent to Admins when the number of users is approaching the licensed or configured maximums.
Summary File Notifications
These templates are for bulk notification of file events. The first three are used for TEXT format notification and the last three for HTML format. While the TEXT versions list each folder and the newly uploaded files in each folder as a block of text information, the HTML notifications use an HTML table format for the list.
File Upload List Notification TEXT - This notification is sent to users with Notify rights to the uploaded file's parent folder, informing them of the arrival of new files. It is a delayed batch message listing all the files that have arrived within a configurable time frame.
File Upload List Confirmation TEXT - This is the corresponding batch notification listing all files uploaded by a user within a configurable time frame.
File Not Downloaded List TEXT - This batch notification list files for which a configurable time frame has expired without anyone downloading the files.
File Upload List Notification HTML - This notification lists all the files that have arrived for an interested user within the time frame.
File Upload List Confirmation HTML - This HTML message is the corresponding batch notification confirming all files uploaded by a user within a configurable time frame.
File Not Downloaded List HTML - This HTML batch notification is returned to a user who uploaded files for which a configurable time frame has expired without anyone downloading them.
