Diligence Phrases: public vs. internal, email templates, milestones

Diligence Phrases: public vs. internal, email templates, milestones

Summary: Speed status entry, control what publishes, and trigger milestones with optional email templates.

Quick answer

Create reusable phrases; mark **Comment** to keep internal; map to phone app; set default email recipients and milestones.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Go to **Maintain ▸ Diligence Phrases** and add phrases you use often.
    media/diligence-phrases-01.png

    [Insert screenshot for Step 1]

  2. Check **Comment** to keep a note internal (never shown on web or diligence reports).
    media/diligence-phrases-02.png

    [Insert screenshot for Step 2]

  3. If used for court, enable **Applies to Court Orders and Status**. For the phone app, check **This Phrase Applies to Server Check In Website** and set the **Droid Title**.
    media/diligence-phrases-03.png

    [Insert screenshot for Step 3]

  4. In **Template**, design an email (HTML/merge fields supported) and set **Email defaults** (who receives).
    media/diligence-phrases-04.png

    [Insert screenshot for Step 4]

  5. Enable **Set New Milestone** and choose the milestone to auto‑update; optionally set **Default Status Due Days** and a **Default subject line**.
    media/diligence-phrases-05.png

    [Insert screenshot for Step 5]

Confirm it worked

Entering the phrase adds status, triggers milestone changes, and prepares the email exactly as configured.

Troubleshooting

If customers see internal notes, ensure **Comment** is checked on those phrases. If templates fail, click **Verify** in the template editor.

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