How does the Use Do Not Reply toggle work on action item steps?

Question: How does the Use Do Not Reply toggle work on action item steps?

Use Do Not Reply is a toggle on each action item step's Rule Configuration tab. When it's turned on, emails sent from that step come from the No-Reply email account configured under Mailroom > Email Accounts instead of a monitored mailbox.

To use Do Not Reply:

  1. Set up a No-Reply email account under Mailroom > Email Accounts if you haven't already. See the "No-Reply Email" article for setup instructions.
  2. Navigate to Settings > Action Types/Steps, find the step, and click Rules.
  3. On the Rule Configuration tab, turn on the Use Do Not Reply toggle.
  4. Emails sent from this step now come from the No-Reply email address.

Notes:

  • The Reply Above, Reply Between, and None reply methods, and the per-template Reply Method setting on the Email Template tab, have been retired. Use Do Not Reply is now the only reply-related setting, and it applies per step instead of per template.
  • This setting only controls which address the email sends from. It does not add a visible reminder to the email body. For that, add a Do Not Reply panel in the Email Designer. See the "Email Templates" article.
  • If a step was previously set to Reply Method: Do Not Reply, it was migrated automatically and the Use Do Not Reply toggle is already on. No action is needed.

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