Enabling Document Manager-Generated Email Notification

As with other modules within Unifier, there are events in Document Manager that can trigger email notifications to other team members. There are three conditions that must be met in order for a user to receive Document Manager emails:

This option enables notifications to be generated in the first place for items in the folder. That is, select the checkbox to notify users whenever the folder properties are modified. If the checkbox is not selected, no emails will be generated for the folder (or subfolders either, unless the box is selected for subfolders).

Selecting or deselecting this checkbox will automatically apply to all subfolders automatically. This option will not override a user’s email subscription selection in User Preferences.

For example, even if users have full access permission at the module level, they will not get email notifications unless they are on the permission list for the folder, document, or shortcut for which the e‑mail notification would normally be generated.

The events that can trigger email notifications are document upload, transfer ownership, move, delete, document revise, and folder rename.

See Also

Unifier Document Manager

Before you Begin Working with Document Manager

About Ownership and Permissions

Using the Document Manager

Automatic Publishing of BP Records to the Document Manager

Working with Project or Shell and Company Documents

Accessing Project or Shell Documents and Company Documents

Navigating Project or Shell Documents and Company Documents (Classic View)

Navigating Project or Shell Documents and Company Documents (Standard View)

Working with Document Logs (Classic View)

Working with Document Manager in Company and Project or Shell (Standard View)

Creating and Managing Folders

Creating and Managing Documents

Organize Folders

Rename a Folder (Classic View)

Creating and Managing Shortcuts

Favorites

Uploading Files

Downloading Documents and Folders

Importing and Exporting in Document Manager

The Recycle Bin

Index Reports (Standard View)

View Document Manager Audit log (Standard View)

Project or Shell Documents or Company Documents Attached to a Business Process

Unpublished Documents



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Last Published Monday, April 11, 2022