How to create an E-Mail Notification?

Question:
How to create an E-Mail Notification?

Answer:

1. The first step is to create a SMTP Connection in the DocuWare Administration.You can create the SMTP connection in the DocuWare System Administration - Data Connection - SMTP Connection
2. After you created the SMTP Connection you can assign the connection via the drop down menu to the Notification Server.
3. The Notification Server can't be started until the steps 1 and 2 are realized
4. Create Web Client Settings Instance if not existing
5. Make sure that an email address is entered for the users
6. Now the E-Mail Notification alerts can be created. For this the Web Administration has to be started
7. With the Option create in the E-Mail Notification Configuration a new alert can be configured:
   1. In the first step of the configuration you have to choose a file cabinet which should be "monitored"
      In the second step the Trigger Conditions can be selected.
   2. There are three options for the Trigger:
      1. new documents
      2. modified documents
      3. new or modified documents
   3. And also the values for the Indexfields which have to be fulfilled are specified in the second step.
8. Define Email Subject and Body.
9. Now you have to choose if you want to add a hyperlink to single documents that match the Trigger conditions or a hyperlink to a task list. After ticking the check box(es) you want you have to press the according insert button. This add the needed command to the email body.
10. Assign usage and administrative rights to users
11. Configure how often the emails should be send (Schedule)