9 3:Notify Document

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[edit] Notify Documents and Folders

Personal/Business/Projects > Documents > Notify

The option to notify the events of the documents and folders that hold the documents to other team members via email is possible by the use of the Notify option in the Documents page.

[edit] Notify a Document

Notify Documents
Notify Documents

To Notify a document;

1. Select a document that needs to be notified from the list of the documents in the Document Vault.

2. Click on the Notify option under Toolbox.

3. The New Notification window is now open for the selected document.

4. Provide all the required details that can be as follows:

Status
Select the status of the Notification to be enabled or disabled.

Name of the Notification
Enter a name for the notification.

Description
A short description for the Notification.

Actions to be notified about
This will include the options on notification which will include the following:

  • Edit the properties of a document or folder
  • Move a document
  • Remove a document
  • Check in a document
  • Check out a document
  • Undo the checking out of a document
  • View the Document
  • View the version of a document
  • View document properties

Delivery Method
The method of delivery of the notification is selected from the options that is provided in the drop down.

Delivery Schedule
Options on how often these notifications are to be delivered are defined in this section. This is selected from the drop down options on Immediately, Daily, Weekly and Monthly.

More Options
Choosing the More options in this window will list additional inputs that needs to be provided to activate the notification. This will include the details on the following:

Message
This section includes the message of the notification.

5. Click on Submit to send these notifications to the selected participants. Click on Cancel to abort the notification process.

Notifications are now sent to all the team members based on the purpose for which they are defined.

[edit] Notify a Folder

To Notify a folder in the document vault;

Notify Document Folders
Notify Document Folders

1. Select the folder that needs to be notified from the available list in the Document Vault.

2. Click on the Notify option under Toolbox.

3. The New Notification window is now open for the selected folder.

4. Provide all the required details that can be as follows:

Status
Select the status of the Notification to be enabled or disabled.

Name of the Notification
Enter a name for the notification.

Description
A short description for the Notification.

Actions to be notified about
This will include the options on notification which will include the following:

  • Document uploaded to this folder
  • New folder created in this folder
  • This folder is removed

Delivery Method
The method of delivery of the notification is selected from the options that is provided in the drop down.

Delivery Schedule
Options on how often these notifications are to be delivered are defined in this section. This is selected from the drop down options on Immediately, Daily, Weekly and Monthly.

More Options
Choosing the More options in this window will list additional inputs that needs to be provided to activate the notification. This will include the details on the following:

Message
This section includes the message of the notification.

5. Click on Submit to send these notifications to the selected participants. Click on Cancel to abort the notification process.

Notifications on the purpose for which they were defined are sent to the members to whom they are to be sent.


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