Archive can send alerts about document
events that are important to you. For
example, you can create an alert for any
time a document within a certain folder is
viewed, moved, downloaded, etc.
There is a long list of predefined alerts
you can choose from. To get started,
simply click on the "+" in the alerts
column in the document view:
You will then be able to select the
type of alert you want:
Once the type of alert is selected, you can
choose to send the alert to Archive inboxes or
via email. Select users, groups, contacts, or
contact types to receive the alert.
In the example below, the Escrow Officer and
Title Officer will receive an inbox alert when
a document with the "Accounting" doc type is
downloaded:
The subject line and message are
pre-populated for your convenience but can be
modified as needed.