Summary - sending an alert
So, to summarise:
To send an alert
- you must navigate to the area where you added the new information
- select the alert icon (paper aeroplane)
- choose the members to be alerted using the Choose Members screen
- select OK.
An email alert is sent to the recipients and the sender. The email contains a link to take the recipient to the new information.
It is good practice to always change the subject to include a title explaining what the alert relates to, eg B&C Castleroy. This will ensure the recipient is directed to the correct file/item if there are several files/items in a folder. You may also wish to add text to further explain the contents of the alert.
IMPORTANT: Alert titles and any added text must not include customer or sensitive information. Also, you must not change the hyperlink.
Select the link below to access the Alerting a member(s) Quick Reference Guide.
Quick Reference Guide (194KB)
