Enabling Document Manager-Generated Email Notification
As with other modules, there are events in Document Manager that can trigger email notifications to other team members. There are three conditions that must be met for a user to receive Document Manager emails:
- Folder Properties, Options tab: The owner or a user with modify properties permissions on a folder can select the Send email notification to subscribed users checkbox on the Options tab.
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.
- Permission setting in Document Manager: A user has to be explicitly assigned at least view permissions (at the folder or document level in the Document Manager) to the specific folder, document, or shortcut target to subscribe to email notifications.
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.
- Email Subscription Preference: The user must subscribe to the Document Manager email notifications in User Preferences.
The events that can trigger email notifications are document upload, transfer ownership, move, delete, document revise, and folder rename.
See Also
Before You Begin Working with Document Manager
About Ownership and Permissions
Automatic Publishing of BP Records to the Document Manager
Working with Shell and Company Documents
Accessing Shell Documents and Company Documents
Navigating Project/Shell Documents and Company Documents (Standard View)
Working with Document Manager in Company and Project or Shell
Creating and Managing Documents
Creating and Managing Shortcuts
Downloading Documents and Folders
Importing and Exporting in Document Manager
View Document Manager Audit log
Shell Documents or Company Documents Attached to a Business Process
Last Published Monday, April 14, 2025