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Automated Filing Status Transitions & Emails

What’s New in My PAA: Recent enhancements since we have gone live

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Disable Automated Filing Status Emails

Published 05/13/2021 05:09 PM | Updated 05/26/2021 12:41 PM

Based on feedback from the practitioner community, you can now disable / turn-off automated filing status emails, which are meant to inform filing team members of necessary filing actions, based on their roles.

Please read the description below or watch this online demo video

You have two options to disable this automated email functionality:

1) At the Plan level, within each filing team, by clicking the checkbox under the "Disable Filing Status Emails" column of the Team Members list from the Plan Details page. Any team member can disable emails for any other member of that same team/Plan. This action will remain until the box is unchecked.

2) At the user account level, from the Account Settings option from the top right hand corner drop down tool bar menu. Check the "Disable filing status emails for all plans in my account" box towards the bottom of the page, then click Save Changes. This will disable filing status emails for ALL plans in your My PAA account. This action will remain until the box is unchecked.

You now also have the option to send a personalized message to any filing team member, at any time, directly from the same Team Member list from the Plan Details page referenced above. Instead of routing a filing, you can now send personalized notifications to team members, informing them when filing actions are needed.

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