Xtend Query Notifications

Xtend is a popular Cloud-based app that is used by auditors to collaborate with their clients. The queries feature within Xtend is a powerful tool that facilitates this collaboration. To help you get the most out of collaborating with your clients, we’ve created a summary of the notification system in Xtend.

Staff Notifications

The notifications a staff member receives in Xtend are as follows:

Event	Notification	Who receives it
A contact selects Mark all responded on a new or reopened query	An email saying a contact has marked the query as responded. Which contact responded is recorded.	Staff members subscribed to the query or those subscribed to the global notification
A contact selects Mark all responded on a query with returned items	An email saying a contact has marked the query as responded. Which contact responded is recorded.	Staff members subscribed to the query or those subscribed to the global notification
A contact comments on a query question	An email displaying the comment and with a link to the comment in the query	The preparer and reviewer of the file
A contact replies to a staff member’s comment on a query	An email displaying the comment and with a link to the comment in the query	Any staff member who has previously commented on the question
A staff member replies to a staff member’s comment on a query	An email displaying the comment and with a link to the comment in the query	Any staff member who has previously commented on the question

Note: the global notification referred to is ‘subscribe to all actions performed by contacts’, which can be enabled in a user’s personal settings. 

Example of a notification:

Tip: Within CaseWare Cloud settings, an option can be enabled by staff members with Administrator rights, to include information such as the names of people, files, and communications related to the content, in email notifications. This setting can be turned on for staff members, contacts, or both, but is global and will apply to everyone in the selected group.

Contact Notifications 

The notifications a contact (client) receives in Xtend are as follows:

Event	Notification type	Who receives it
A staff member sends a query to a contact	An email with a link to the query saying that an activity has been assigned	Any contact that has been added to the query
A staff member returns items in a query	An email with a link to the query saying that an activity has been assigned	Any contact that has been added to the query
A staff member reopens a query	An email with a link to the query that says it’s been reopened	Any contact that has been added to the query
A staff member responds to a contact's comment on a question	An email displaying the comment and with a link to the comment in the query	A contact who has commented on the question that the staff member is replying to. If more than one contact has commented, the notification goes to the most recent commenter

Example of a notification:

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