ClientConfirmationStepConfigDto

Configuration for ClientConfirmation workflow steps.
Email template is configured in ClientPortalSettings, not per-step.

Properties

Name	Type	Description
subjectLine	string	Optional email subject line override. When set, replaces the content block's subject. Supports Liquid template syntax (e.g., "Action required — {{ Client.Name }}"). When null/empty, the subject from the ClientPortalSettings content block is used.
Optional email subject line override. When set, replaces the content block's subject. Supports Liquid template syntax (e.g., "Action required — {{ Client.Name }}"). When null/empty, the subject from the ClientPortalSettings content block is used.
messageHtml*	string	HTML message displayed on the public confirmation page. Supports Liquid template syntax (e.g., {{ Client.Name }}).
HTML message displayed on the public confirmation page. Supports Liquid template syntax (e.g., {{ Client.Name }}).
buttonText*	string	Text for the confirmation button on the public page.
Text for the confirmation button on the public page.
thankYouMessageHtml*	string	HTML message displayed after the client confirms. Supports Liquid template syntax.
HTML message displayed after the client confirms. Supports Liquid template syntax.
recipientContactTypes	array of enum	Client contact types to send the confirmation email to. Main Billing Payroll Accounts Director Psc
Client contact types to send the confirmation email to. Main Billing Payroll Accounts Director Psc
additionalEmailAddresses	array of string	Static email addresses to send the confirmation email to.
Static email addresses to send the confirmation email to.
notifyAssigneeOnConfirmation	boolean	Whether to send a notification to the step's assigned user when the client confirms.
Whether to send a notification to the step's assigned user when the client confirms.
chaseFrequencyDays	integer	Override for how often (in days) to chase this confirmation. When null, the tenant-level default is used.
Override for how often (in days) to chase this confirmation. When null, the tenant-level default is used.

JSON Example

{
  "subjectLine": "string",
  "messageHtml": "string",
  "buttonText": "string",
  "thankYouMessageHtml": "string",
  "recipientContactTypes": [
    "Main"
  ]
}

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