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What is the Email Participants Action in PromoMats?

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Question:

What is the Email Participants action within an active document workflow for PromoMats?

Answer:

Email Participants: This action allows users to send an email to one or many workflow participants to remind them of approaching or past due task due dates or to notify them of workflow changes.

  1. From the workflow’s Actions menu, choose Email Participants.

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  2. In the dialog box, choose the Recipients of the email. Choose individual workflow participants from the following: all Available Task Owners, Completed Task Owners, or Incomplete Task Owners.

  3. In the Message field, enter a message.


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  4. Select the Send a copy to myself checkbox so the user gets a copy of the email..

  5. Click Send.

Related Documentation:

Vault Help Documentation: Managing Active Legacy Workflows

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