Documents
If documents were added, deleted, updated, emailed, and renamed, you can receive an email notification about the actions performed in documents.
Steps to Configure Documents
- Login and access the Kit orders app from the universal menu.
- Click on the More(...) icon and select the Notifications.
- In the Notification page, you can view the Documents and the Notes on the Left panel.
- Click on the Documents, you can view the Kit Order notification for News Feed and the Email Feed.
- You can set the notification for whenever the Document is Added, Deleted, Downloaded, Emailed, Renamed.
- By Default, the News Feed notification will be Enabled and Email Feed will be Disabled.
- Enable the Toggle for Email Feed for Document added and Deleted.
- All your changes will be automatically saved.
- Now, once the Document is added, you will get the notification in the News Feed as well as the Email Feed.
- You can view the News Feed under the News Feed tab.
- You will get the Email Notifications as well.
Notes
If notes were added, modified, and deleted then you can receive notifications regarding those actions.
Steps to Configure Notes
- In the Notification page, click on the Notes, you can view the Kit Order notification for News Feed and the Email Feed.
- You can set the notification for whenever the Notes is Added, Deleted, or Modified.
- By Default, the News Feed notification will be Enabled and Email Feed will be Disabled.
- Enable the Toggle for Email Feed for Notes Added, Modified, and Deleted.
- All your changes will be automatically saved.
- Now, once the Note is added, you will get the notification in the News Feed as well as the Email Feed.
- You can view the News Feed under the News Feed tab.
- You will get the Email Notifications as well.
Related Links
Steps to create notifications for Kit Orders
