Notification Rule

How to Create Notification Rule

You can define notification rules to notify triggering of upload and re-indexing events. Select the event you would like to trigger notifications and add the recipients here. You can define message content also. It’s a library wise setting.

Follow below mention steps to navigate to the page.

Choose the library first and hover the mouse on the settings icon. Select Library Settings. Next choose Notification Rule.

To create a notification rule, mail server settings should be configured first.

You can send notifications to desired users when an event occurs.

Select ‘Add New’ from the ‘Notification Rule’ dropdown menu. Give a proper name for the notification rule. Activate notification by selecting the ‘Active’ checkbox.

There are few notification types

• Any - System will send an email to recipients while users are uploading or sre-indexing.

• User Group & User - you should select User Group /Users as required and system will send an email to recipients while selected user group/users are uploading or re-indexing.

• Document Permission - you should select Document Permission from the existing list and system will send an email to recipients while users are uploading or re-indexing under the selected document permission.

• Tag Profile - you should select tag profiles from the existing list and system will send an email to recipients while users are importing documents to the selected profiles or re-indexing uploaded documents to the selected profiles.

• Index Values - you should enter values for indexes and system will send mails to recipients while users are uploading or re-indexing by same index values.

For the above options, you should select the events (Enadoc Capture / re-index) that you want to notify.

If you select ‘User Modifications’, you should select the events that you want to notify, and system will send an email to recipients while users are functioning those events.

Event List :

• Insert a user – Whenever a user is added to the library

• Remove a user – Whenever a user is removed from the library

  • Update a user – Whenever a user settings or user permissions is modified in the library

Select Recipients (user groups/users) to be notified. You can add separate email addresses to be notified. Enter subject and the body of the email using variables. Select ‘Add Index Details’ checkbox to insert index values to the notification.

Edit and remove a Notification Rule - Select a rule from the ‘Notification Rule’ dropdown menu and do the modifications as you required. Remove notification option is available.