Adding Document-specific Alerts

This entry is part 4 of 9 in the series Setup Guide - Alerts

Alerts set up from within a document apply to that document only.

To add an Alert for a specific document:

  1. Create or open a document.
  2. Open the Alerts and Options menu and select Alerts. The Document Alerts window will appear.
  3. From the Alert On drop-down menu, select the type of alert.
  4. Click Add Selected Alert.
  5. Click Edit this Alert to change the Active, Lead, Recurs, and Date options.
  6. When done, click Accept Changes.
  7. To save the Alert, close the Document Alerts window, and click Save in the Document window.

 

Series Navigation<< The Document Alert OptionAlert Subscriptions for Documents >>