Using transfer notifications

Transfer notifications can be emailed to a set list of recipients upon transfer start, complete, and error. The email templates can be fully customized. These instructions describe how to configure email notifications for all transfers to and from a specific connection.

  1. Preview existing mail templates and create new ones, if needed.
    1. Click Tools > Mail Templates to open the Mail Template window.
    2. Select an existing template and click Edit a template.
    3. In the Edit Template window, click Preview to view the template's output example.
      For instructions on how to create a new template or edit an existing one, see Configuring transfer notifications.
  2. Enable email notifications for connections.
    1. Click Connections on the main page of the application, select the connection that you want to configure with email notifications, and go to the Tracking tab.
      Set up notifications on a connection.
    2. Select Send email notifications, and configure the following settings:
      Item Description
      When Check the events for which to send notifications.
      Subject Customize the subject line, which can use the same template fields as described in Configuring transfer notifications.
      To Enter the recipients, comma-separated.
      Template Select a mail template.
      Message Enter a message to include in the notifications (optional).
    3. Click OK to save your changes.