This guide consists of two parts: the first part explains how to set up recurring email notifications internally. The second part explains how to set up recurring emails externally, for example, to send reports to clients. 


PART 1 | Setting up recurring emails internally


In the example below, we use the Matter Analysis but you can also use the Client Analysis, Budgets or the Drilldown to set up recurring emails. 


Step 1: Go to ‘Matters’ in the menu bar and;

Step 2: Select a matter in the search bar:



Step 3: In the matter analysis screen, click on the envelope in the top right of your screen:




Step 4: A popup opens where you can select how you would like to receive your reports:



Step 5: You can set up who you want to send the report to by opting for 'Only me'. The report will then be sent only to you. You can also send it to other Clocktimizer users by opting for 'Specify user accounts' and typing their usernames;

Step 6: Click Save and the recurring email is set up and will be sent to the recipients automatically on the recurrence you selected;

Step 7: You can find your recurring email under Reports in the left menu bar.



PART 2 | Setting up recurring emails externally e.g. for clients


In the example below, we use the Matter Analysis but you can also use the Client Analysis, Budgets or Drilldown to set up recurring emails for your clients. 


Step 1: Ask your IT or Clocktimizer admin to create an Email User account for your client. They can use your client's email address and assign zero permissions. A guide on how to create new accounts can be found here: https://support.clocktimizer.com/a/solutions/articles/11000013872-add-new-users;  

Step 2: Once the account has been created, go to ‘Matters’ in the menu bar;

Step 3: Select the matter in the search bar:



Step 4: In the matter analysis screen, click on the envelope in the top of your screen:




Step 5: A popup opens where you can select the subject, frequency and for how long your client has to receive the report:



Step 6: To send the report to your client, select 'Specify user accounts' and enter the email address of your client that was used in step 1. Select it in the drop-down that appears;

Step 7: Click Save and the recurring email is set up. Clocktimizer will send the report automatically to your client on the recurrence you selected; 

Step 8: You can find your recurring email under Reports in the left menu bar.