How do I create a notification for Notes and Documents in the Suppliers app?

Updated on June 30, 2020 06:44AM by Admin

Documents

If Documents were added, deleted, and downloaded, you can receive email notifications about actions performed on documents.

Steps to Configure Documents

  • Login and access the Suppliers’ app from the universal menu.
  • Click on the More(...) icon and select the Notifications.
Suppliers

  • In the Notification page, you can view the Documents and the Notes on the Left panel.
  • Click on the Documents, you can view the Supplier’s notification for the News Feed and the Email Feed.
Notifications

  • You can set the notification for whenever the Document is Added, Deleted, and Downloaded.
  • By Default, the News Feed notification will be Enabled and Email Feed will be Disabled.
Documents

  • Enable the Toggle for Email Feed for Document added and Deleted.
  • All your changes will be automatically saved.
Email Feed

  • Now go to suppliers and add the Document. Once the Document is added, you will get the notification in the News Feed as well as the Email notification to the Created by email id.
Add Documents

  • You can view the News Feed under the News Feed tab.
News Update

  • You will get the Email Notifications as well.
Email Update

Notes

If Notes were added, modified, and deleted, you can get the news feed update and email notifications for your regarding actions.

Steps to Configure Notes

  • In the Notification page, click on the Notes. 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.
Notes

  • Enable the Toggle for Email Feed for Notes Added, Modified, and Deleted.
  • All your changes will be automatically saved.
Changes updated

  • Now, go to the supplier and add the notes. Once the Note is added, you will get the notification in the News Feed as well as the Email notification.
Add Note

  • You can view the News Feed under the News Feed tab.
Note Update

  • You will get the Email Notifications as well.
Email Notification

Related Links

Steps to create the Suppliers App Notifications