# Setting Up Email Notifications

> The Inspection Workflow sends email notifications when an inspection is created and when a report is submitted.

Product: RAZE Ordering Engine
Runs on: Desktop and tablet. The RAZE Ordering Engine is a web app for desktop and tablet browsers, not a phone app.
Product guides: https://getaraze.com/tools/ordering-engine
Source: https://getaraze.com/tools/ordering-engine-commercial-email-notifications
All guides: https://getaraze.com/tools

## Quick Reference

- Open the project and click the Workflow tab.
- Step 1: choose the events.
- Step 2: choose the recipients and the email fields.
- Turn on Enabled and click Save.
- Save the set as a template to reuse it on the next project.

## Before You Start

- The project's borrower and contractor emails are filled in on the Overview tab.
- You know who else should hear about this project, such as a draw desk mailbox.

## Step 1: Open the Inspection Workflow

**Workflow tab.** The Inspection Workflow has two steps on one canvas: the status change that triggers an email, and the notification that goes out. The project header shows whether email notifications are set up.

![Email notifications go out when an inspection is created and when a report is submitted. Sample data.](https://getaraze.com/images/solutions/commercial/ordering-engine-inspection-workflow-notifications-v2.webp)

## Step 2: Choose the Events

**Inspection status change.** Step 1 lists the events: Inspection created and Report submitted. Keep one or both.

## Step 3: Choose Who Hears

**Project contacts.** Choose which project contacts hear about it, with a switch each for the Borrower and the GC.

**Team copy.** Teammates can copy themselves with Send me a copy. Each person can only add or remove their own email.

**Additional.** Add any other mailbox, such as a draw desk, with Add recipient, a full name and an email.

## Step 4: Choose What the Email Says

**Email fields.** Pick the details each email carries and put them in order. Each event has its own tab, with a searchable field list, a tick and a drag handle per field, and a live preview. Fields include the project name, address, type and stage, the inspection type and number, the borrower and contractor, percent complete, request date, loan ID and special instructions.

## Step 5: Save and Reuse

**Enabled, then Save.** Turn on Enabled and click Save. The badge in the project header changes to Notifications: On.

**Templates.** Save the set as a template and apply it to the next project in a few clicks. Open the template menu, choose Save current as template, and pick it on the next project. Templates are stored in your user preferences.

**One project, its own rules.** One project can run its own rules. Start from the company default and change what this project needs.

## Tips

**DO**
- Add the draw desk mailbox once and save it in your template.
- Put the fields your team reads first at the top of the email.
- Check the live preview for each event before you save.

**WATCH FOR**
- Teammates add their own copy. You cannot add another user's copy for them.
- Templates are stored in your user preferences, so each user saves their own.

## Troubleshooting

**Q: The header says Notifications: Not configured.**
A: Open the Workflow tab, set up both steps, turn on Enabled and click Save.

**Q: Can the borrower get the email and the contractor not?**
A: Yes. The Borrower and the GC each have a switch.

**Q: Do I rebuild this on every project?**
A: No. Save the set as a template and apply it to the next project.

## Need Help?

Email RAZE support at contact@getaraze.com, or send a support request from https://getaraze.com/tools.