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Alert Preference Settings in FileHold Desktop Application
You can set alert preferences so that you are notified when a change occurs to a document, folder, or reminders. You can view alerts in My FileHold > Document Alerts or Document Reminders and/or receive an email alert, if you system has been configured. In order to receive an alert, you must have set an alert on a document or folder.
The alert preferences allow you to determine which type of change you want to be notified of, such as a document addition, change to metadata, when a file is checked in, and reminder notification settings. When sending the email for a document reminder or alert is activated, you can set the email frequency to send immediately or send a daily summary.
To set alert preferences
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Go to File > Preferences and Settings > Alert Preferences in or right-click on My FileHold and select My Alert Preferences.
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In the My Alert Setting window, select the following Folder Notification Preferences:
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New documents/versions are added to folders I have subscribed to.
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Documents are transferred to folders I have subscribed to.
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Documents are deleted from folders I have subscribed to.
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Select the following File Notification Preferences:
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A new version of a document I have subscribed to is checked-in.
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Metadata values are updated for a document I have subscribed to.
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In the Email Notification Preferences, enter the email address that the alert should be emailed to.
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In the Alerts area, select the check box if you wish to receive an email in addition to displaying alerts in the My FileHold > Document Alerts area.
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Select an Email Alert Frequency:
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Send email immediately – Sends the email as soon as the change is made.
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Send a daily summary – Sends the email once per day with a summary of all the alerts.
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Send a weekly summary – Sends the email once per week with a summary of all the alerts.
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In the Reminders area, select the check box if you want an email sent when a document reminder is activated.
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Select the Email Reminder Frequency:
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Send email immediately.
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Send a daily summary.
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Click OK.