Workflow Email Digests

Butterfly Enterprise clients are able to configure automated recurring email notifications to notify their domain users of their draft and pending attestation studies. Note: Read and Write ‘Exam Documentation Management’ User Permissions are needed to enable and configure these notifications.

To enable and configure Workflow Email Digests:

1. Log into Butterfly Cloud using your Butterfly credentials.
2. On the top right-hand corner of the screen, select your avatar, then select Enterprise Settings.
3. In the Enterprise Settings menu, select Workflow Email Digests.
4. Toggle the feature on.
5. Select the day (or days) of the week and time you would like the automated recurring emails to go out.
6. Review the list of excluded archives. Any studies in the archives listed will not be included in the Workflow Email Digests.
   • If you need to remove an archive from the excluded list:
     1. Select Settings next to the archive name.
     2. Under Workflow Settings, uncheck the "Exclude Studies in this archive from user to do list".
     3. Note: studies in this archive will appear in applicable to-do lists as soon as this change is applied.
   • If you need to add an archive to the excluded list:
     1. Navigate to the corresponding organization and archive.
     2. Open Archive Settings.
     3. Under Workflow Settings, enable 'Exclude studies in this archive from user to do lists"
     4. Note: studies in this archive will be removed from user's to-do lists as soon as this change is applied.
7. Click Save.

Note: Once enabled, individuals will not be able to opt out of the email notifications set by their admin.

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