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Sending and Receiving Notifications

Notifications inform, remind, or alert users that a file has changed state or has been checked in or out. They also send information between users.

All notifications and notification settings are inherited by all subfolders, unless they are changed in a subfolder.

Sending Manual Notifications

To send a notification:

  1.  Right-click a blank area of the file view and select either:

    •  Notify, A Colleague

    • Inbox

  1.  In the dialog box:

  1. Select the vault.

  2. Select Text Messages.

    1. Click .

  3. Select a user for To.

  4. Type a subject and message.

  5. Click Send.

To send a notification to a user with a file that is checked out:

  1. Right-click the checked-out file and select Notify, User who has checked out file.

  1. Type a message.

  2. Click Send.

Getting Automatic Notifications

You can receive automatic notifications based on changes to individual files or groups of files.

To receive an automatic notification based on changes to an individual file:

  1. Right-click a file and select Notify.

  2. Select an option to specify when you want to be notified:

To send an automatic notification based on changes to all files in a folder and sub-folders:

  1. Right-click a blank area of Windows Explorer and select Notify, Me When.

  2. Select the folder and subfolders.

  3. Click Add Assignment.

  4. Select the occurrence to trigger a notification.

Receiving Notifications

Manual notifications

When you receive a manual notification, a message appears in the lower right of the screen. Click the icon to access the following options:

  • Discard message

  • Show Next

  • Inbox

  • Forward and Reply

Automatic notifications

When you receive an automatic notification, a pop-up message icon appears in the lower right of the screen. You may receive a single notification for a group of files that changed state.

Click the icon to access the following options:

  • Open document

  • View

  • Open folder

  • Properties

  • Discard message

  • Forward

  • Check out document

  • Get latest version

  • Inbox. Read all notifications.

  • Close. Closes the notification and stores it in the Inbox.



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