/approval/online_help/settings section Under Settings, you define and manage the settings that apply to you as a user. These settings do not impact any other users of the service. 2024-07-10T16:25:27+02:00 # Settings Under Settings, you define and manage the settings that apply to you as a user. These settings do not impact any other users of the service. For information on setting up the company, go to [Configuration](/approval/online_help/configuration/). Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point. /approval/online_help/settings/notifications section In the Notifications window you can set your preferences for email notifications. Visma.net Approval uses email notifications and reminders to inform you about pending tasks. 2024-07-10T16:25:27+02:00 # Notifications In the Notifications window you can set your preferences for email notifications. Visma.net Approval uses email notifications and reminders to inform you about pending tasks. You can choose which kind of email notifications you wish to receive. > Depending on your role, some notifications will not be available. If you have both the Approver and the System Administrator role you can use all notifications mentioned below. ## Email notifications for the Approver role ### A notification as soon as - **There is a new approval task for me**: An email each time an approval task is assigned to you. - **I am appointed as someone's substitute**: An email to indicate you are appointed as someone's substitute and will receive tasks assigned to that person. See: [About Substitutes](/approval/online_help/configuration/about_substitutes/) ### A daily reminder of - **Soon overdue tasks**: An email with tasks that are soon overdue or already overdue. You can choose how many days before the due date you want to receive this reminder in the [Preferences](/approval/online_help/settings/preferences/) window. ### A reminder with approval tasks on An overview of all pending tasks regardless of when they are due. Choose the day and time you wish to receive this email. ## Email notifications for the System Administrator role ### A notification as soon as - **A task becomes blocked for a user**: An email is sent each time a task becomes blocked. This is a type of task that is assigned to an unknown user or a user with no approver rights. For more information about reassigning blocked tasks, see: [Task overview](/approval/online_help/actions_for_system_administrators/task_overview/). - **A document is blocked**: Documents for which no workflow can be generated, or documents that are assigned to an approver that does not exist. For more information about common reasons for blocked comments and how to fix them, see: [Document overview](/approval/online_help/actions_for_system_administrators/document_overview/). ### An overview of blocked tasks and documents on An overview of all blocked tasks and blocked documents that need your attention. Choose the day and time you wish to receive this email. /approval/online_help/settings/preferences section In the Preferences window you define the user-specific settings. These settings only affect your own user account and not the other users of the service. 2024-08-07T11:22:23+03:00 # Preferences In the Preferences window you define the user-specific settings. These settings only affect your own user account and not the other users of the service. ## Amount of working days before a task is soon overdue Each task you receive has a task due date defined by the system administrator in the [Due settings](/approval/online_help/configuration/due_settings/). You can define how many days before the task due date you want to mark the task as 'soon overdue'. When you have a task which is soon overdue, you will be notified of this in several ways: - The task has an orange marker in [My tasks](/approval/online_help/actions_for_approvers/my_tasks/). - The task is included in the soon overdue email. - The task is marked as soon overdue in the overview email. You can define if and when you want to receive the soon overdue email and the overview email in the [Notifications](/approval/online_help/settings/notifications/) window. ## Open the comment window when I approve Activate this setting to automatically open up the comment pop-up window when you approve a document. This way you can directly enter a comment which is shown to everyone in the workflow. If you do not want to enter a comment for a specific document, you can leave the comment field empty. If this setting is not activated, you can still enter a comment in the comment panel and this will also be shown to everyone in the workflow. ## After handling a task You can define what is going to happen after you have handled a task in the **Task details** tab. There are two options you can choose from: | Radio button | Description | |--------------|-------------| | Open the next task | After you have handled a task, the next task in the list will open automatically. | | Return to the task list | After you have handled a task, the system will take you back to the task list. |