Managing file notification contacts in Forma Admin

If you are sending files to Forma, you can set up email contacts to receive notifications when files are processed.

To learn more about the details included in these emails, see: Pre-tax file processing notifications.

Adding and Managing File Notifications

You can add, remove, or update file notification contacts directly in Forma Admin by following these steps:

1. Log in to your Forma Admin account.
2. Navigate to Settings.
3. Click File Notifications from the top menu.
4. Under the Email Settings section, review your current notification settings, including any existing file notification contacts.
5. To make changes, click Edit.

In Edit Mode, You Can:

• Enable or disable email notifications using the toggle.
• Add new contacts by entering their email address and clicking Add.
  • Contacts may be internal or external to your organization.
• Remove contacts by clicking the X next to their email address.

6. Once you’re done, click Save Changes.
   ⚠️ If you do not click Save Changes, your updates will not be saved.
7. A pop-up will appear asking you to confirm. Click Save Changes again to finalize.

Important Notes

Listed contacts will receive all enabled notifications. For example, all contacts with receive notifications for all pre-tax file types: demographics, elections, and contributions. They will also get "file received" notifications for post-tax demographics files and pre-tax files, if applicable.