Question:
How to create an E-Mail Notification?
Answer:
- 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
- After you created the SMTP Connection you can assign the connection via the drop down menu to the Notification Server.
- The Notification Server can't be started until the steps 1 and 2 are realized
- Create Web Client Settings Instance if not existing
- Make sure that an email address is entered for the users
- Now the E-Mail Notification alerts can be created. For this the Web Administration has to be started
- With the Option create in the E-Mail Notification Configuration a new alert can be configured:
- 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. - There are three options for the Trigger:
1. new documents
2. modified documents
3. new or modified documents - And also the values for the Indexfields which have to be fulfilled are specified in the second step.
- In the first step of the configuration you have to choose a file cabinet which should be "monitored"
- Define Email Subject and Body.
- 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.
- Assign usage and administrative rights to users
- Configure how often the emails should be send (Schedule)