You can customize your Loyalty Management App of Apptivo to receive email and News Feed whenever a document is added, deleted, downloaded, emailed, or renamed.
Steps to Configure Documents
- Login and access the Loyalty Management App from the universal navigation menu.
- Click on the More(...) icon from the App Header and select the Notifications icon.
- In the Notification page, click on the Documents tab. You can set the notification for whenever the documents are added, emailed, downloaded, renamed, or deleted.
- The News Feed notification will be Enabled and Email Feeds will be Disabled.
- Here, we have enabled the toggle to receive an email when a document is deleted.
- All your changes will be automatically saved.
- Now, navigate to a record in the Loyalty Management App and delete a document.
- Once the document is deleted, you will get the notification in the News Feed as well as the Email notification.
- A News Feed will be generated in the News Feed activity of the loyalty program.
- You can view the News Feed under the News Feed activity.
- You will receive an Email Notification.
