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 in order for a user to receive Document Manager emails:

See Also

Document Manager

Before You Begin Working with Document Manager

About Ownership and Permissions

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 Document Manager

Working with Document Manager in Company and Project or Shell

Creating and Managing Folders

Creating and Managing Documents

Creating and Managing Shortcuts

Favorites

Uploading Files and Folders

Downloading Documents and Folders

Importing and Exporting in Document Manager

The Recycle Bin

Index Reports

View Document Manager Audit log

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

Unpublished Documents



Last Published Sunday, July 20, 2025