Documents
If documents are added, deleted, downloaded, emailed, and renamed, you can receive email notifications about actions performed on documents.
Steps to Configure Documents
- Login and access the Insurance Tracker from the universal menu.
- Click on the More(...) icon and select the Notifications.
- On the Notifications page, you can view the Documents and the Notes on the left panel.
- Click on the Documents. You can view the Contacts notifications for the News Feed and the Email Feed.
- You can set the notification for whenever the document is Added, Deleted, Emailed, Renamed, and Downloaded.
- 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 Document Deleted.
- All your changes will be automatically saved.
- Now, go to Contacts 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.
- You can view the News Feed update under the News Feed tab.
- You will get the Email Notification as well.
