Based on your system's configuration, emails can be automatically sent to an individual recipient or group and to the requesting user. Automatic emails are normally initiated after a switching sheet state change. For example, if a plan is rejected, the requesting user will be sent an email message indicating that the request was rejected and the reason for the rejection. Product configuration does not have this functionality enabled by default. Projects will be required to enable this feature in order to use it.

Use the External Documents tab to attach supplemental documentation to the switching sheet. External Documents are stored in the database, so shared file systems are not needed.