| Name | Description/Function | Initial Setting |
| Email template: Summary | Specifies the email template used when Send daily summaries only is selected for the Email Notice Preference setting. | Individual Review Request |
| Email template: For your information | Specifies the email template used when an approver wants to know more information about a file, so that he or she can contact the requester for any other information. The template includes the requester’s email address. | FYI Notification |
| Email template: Disapproval notice to requester | Specifies the email template used when an approver disapproves a file. In this case, Legistar sends the requester a disapproval notification mail. | Item Disapproved Notice |
| Email template: Alternate approver not defined | Specifies the email template used when an approver has not defined an alternate approver for himself or herself. | No Alternate Approver |
| Email template: Delegation notification | Specifies the email template used when an approver delegates a file to the alternate approver, which means that now the alternate approver must take action on that file on the approver’s behalf. This happens only when an approver delegates a file to an alternate approver. | Delegation |
| Email template: Sequence restarted | Specifies the status of the sequence when a sequence is paused by an approver during the approval process. | Approval Sequence Restarted |
| Email template: Sequence paused | Specifies the status of the sequence when a sequence is paused by an approver during the approval process. | Approval Sequence Paused |
| Email template: Reminder notice | Specifies the email template used when an approver has not taken any action on a given file within the given due days. | Overdue Individual Review Request |
| Email template: Sequence approved | Specifies the email template used when an initiated sequence is approved by all approvers; in this case, an Approval Sequence Completed Notice mail is sent to the requester. | Approval Sequence Completed Notice |
| Email template: Extend due date | Specifies the default email template ID used when notifying approvers of an extended due date. | Extend Due Date |
| Email template: Alternate approver has not responded | Specifies the email template used when an alternate approver has not taken any action on a file. | Do Not Send Email |
| Email template: Disapproval notice to sequence members | Specifies the email template used when an approver disapproves a file. In this case, Legistar sends a mail regarding the cancellation of the particular file to all approvers who have already approved that file. | Disapproval Notice to Approvers |
| Email template: Individual review request | Specifies the email template used when a requester initiates a sequence; in this case, an individual review request is sent to the approver for approving the file. | Individual Review Request |
| Email template: Escalation | Specifies the email template used when a requester initiates a sequence and an Escalated Individual Review Request is sent to the approver for approving the file. | Escalated Individual Review Request |
| Email template: Sequence canceled | Specifies the email template used when an approver cancels a sequence at any time after it has been initiated; in this case, an Approval Request Cancellation mail is sent to the FYIs as well as to the approver who cancelled it. | Approval Request Cancellation |
| Email Notice Type | Specifies how Legistar sends emails to the approver: Select Send Individual Email Notices to send one mail for each file to the individual bodies. Select Send Daily Summaries Only to send only one mail on a daily basis, which will have information regarding all files. Select Send No Email Notices to not send any approval-related mails to individuals. | Send individual email notices |
| Default Email from Address | Specifies the default Granicus email address that sends emails when the email is generated by the system or from a user that didn’t have an email address entered on their account. | DoNotReply@Granicus.com |
| File status on FYI | Specifies the status of each approval line for FYI reviewers. The status appears in the Status field on the Approval Tracking tab. | FYI |
| File status on Approved | Specifies the status of a file when an approver approves it. | Agenda Ready |
| File Status on Paused | Specifies the status of a file when the approval process is paused. | ATS Paused |
| File Status on Disapproved | Specifies the status of the file when an approver in the approval process disapproves the file. | Draft |
| File Status on Canceled | Specifies the status of the file when the approval process is cancelled. | ATS Cancelled |
| File Status on Initiated Approval Process | Specifies the status of a file when an approval sequence is initiated. | ATS Review |
| Approvals Due Date Extension | Specifies the number of extended due days when an approver extends the number of days for taking any action on a file. | 2 |
| Escalated Due Days | When a file is escalated, this setting determines the number of days the new approver will have to respond to the file. | 1 |
| Approval Due Days | Sets the number of days within which an approver must approve a file. | 2 |
| Show Approval Setting in Legislative Master Report | Specifies whether or not to display the Approval Setting in Legislative Master Reports. | YES |
| Show Complete Approval Sequence List on Web | Specifies whether or not to display the Complete Approval Sequence List on the InSite web portal. | YES |
| Show Complete Approval Sequence List with FYI on Web | Specifies whether or not to display the Complete Approval Sequence List With FYI on the InSite web portal. | NO |
| Lock Matter File on Final Approval | Specifies whether or not Legistar automatically locks files when the approval is completed. | YES |
| Allow Requester to Pause/Restart Sequence | Specifies whether or not the user who initiated the Approval Tracking Sequence is allowed to pause and restart the sequence. | YES |
| Send Email on Text File Change When In Approval Process | Specifies whether or not a notification email is sent to approvers when a text file changes during the approval process. | YES |
