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

Updated on June 30, 2020 07:01AM by Admin

Documents

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

Steps to Configure Documents

  • Login and access the Purchase orders from the universal menu.
  • Click on the More(...) icon and select the Notifications.
Purchase orders

  • In the Notification page, you can view the Documents and the Notes on the Left panel.
  • Click on the Documents. You can view the Purchase Orders notification for News Feed and the Email notification.
Notifications

  • 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.
Documents

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

  • Now, go to the Purchase orders and add the document. Once the Document is added, you will get the notification in the News Feed as well as the Email Notifications.
Add Document

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

  • You will get the Email Notifications as well.
Email

Notes

If Notes were added, modified, and deleted then fed the news and email notifications for you 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.
Enable Toggle

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

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

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

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