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Standard Line Changes

To add the Standard Line Changes section to the digest email, follow the steps below. This will provide a list of the standard lines that have been created, updated or delete within a given period of time.

1. Click on the Add a section link to add a section to the email.
2. Choose the Standard Line Changes section and click on the + Add This Section button.
   
   The Standard Line Changes email section will be added in a draft format and will not be included in the digest email until the details have been saved. If you have already added a section, the button will change to say + Add Section.
3. Select options that you would like to view on your digest email.
   
   

   Field	Description
   Title	Enter in a title for the section that will be displayed at the top of the email section.
   Description	Optional: enter in a description that will be sent with the data to help explain the information to the recipient.
   Standard line events	Choose which of the Standard Line Events you would like to report on in the digest email by placing a tick in the relevant tick box or tick boxes, for example Standard Line Approved, or Standard Line Details Updated.
   Event date	Click on the drop down arrow next to the Event Date field to select a date to report on the standard line changes. The dates are: · Today · Yesterday · This week · This month · Within a specific number of days. If selected, the Event date within field appears. Add in the number of days you would like to report on.
   Always include	If you would always like to include this section in the digest email even if the data will be empty, keep the default tick box ticked for Always include this section even if it's empty. If you would like to hide this section if the data is empty, untick the Always include this section even if it's empty tick box.

4. Once the Standard Line Changes section has been chosen and the relevant filters set, click on the Save section button. This will change the section from to .
   
   Once the section has been added, a number of options become available.

   If you would like to…	Then…
   Edit the section details	Click on the Edit link.
   Preview the section information	Click on the Preview link.
   Delete the section	Click on the Delete link.
   Move the section to a different position on the email	Click on the Move up or Move down links.

   
   NOTE Click on the + Add Section button to add the Correspondent Type Case List details, Team Case List details or Team Statistics details.