Establishing Document Alerts

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

The only setup required for Document Alerts is the configuration of Alert types through the Alert Types too. You can edit default Alert types, create additional Alert types to be used in sfPMS, and make some of the default Alert types inactive. Alert types appear on drop-down menus in a document’s Alert window or in the Alert Types tool on the System Admin Dashboard, Using the Alert Types tool you can control which Alert types are inactive, and you can create a version of the “Other” Alert. The Alert Types tool is found on the System Admin Dashboard.

For more information, see the System Administration Focus Guide.

 

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