You can now create and manage your own custom document alerts for existing documents. Alerts allow you to set document notifications for the future so that you're notified just when you need it.
Locating your alerts
To head to your Alerts tab, click into any existing document from your Documents List. You will find your alerts tab in the bottom right hand corner of this screen, as a tab that sits just alongside your Activity Feed.
Click into the Alerts tab to create your custom notifications. The alerts tab will show a snapshot view of all the alerts already associated with the document. This is split into:
Upcoming alerts - this shows when they will be sent and who they will be sent to
Sent alerts - this shows when the alert was sent and who it was sent to
Creating new alerts
Get started by clicking the Create alert button. Then choose the type of alert you'd like to create for your document.
Creating a simple alert
You can create simple alerts quickly when you have a specific date in mind. Enter the email recipients, subject and message content.
You'll also have the option to select the checkbox if you would like to Attach main and sub-documents to the alert as an attachment.
The simple alert will be sent as an email on the selected date.
Creating an advanced alert
If you're looking for some more advanced conditional functionality for your alert, select our Advanced editor in the top right hand corner of your alerts panel instead.
The Advanced editor allows you to create an alert based on 8 custom trigger events:
Before a specific date
After a specific date
On a specific date
Before document expiration
After document expiration
On document expiration
After workflow completion
On workflow completion
Depending on your trigger selections, you may also need to enter a date. Then add your email recipient(s) and a subject for your email notification.
The advanced editor also includes a rich text editor so that you can format the reminder message in your email into a more readable format.
Just like the simple editor, you will be able to select the checkbox if you would like to Attach main and sub-documents to the alert as an attachment.
Click Create alert once you're ready.
Editing and copying existing alerts
Upcoming alerts can be edited, copied or deleted by clicking the three dots on the right hand side of the alert.
Sent alerts can’t be edited or deleted, you can copy them by clicking the three dots on the right hand side of the alert.
Need help configuring your alerts? Reach out to our team via live chat or [email protected].