Alert preferences - client options

Set the alert preferences for all users of the document management system to determine when they receive email and alert notifications under the Document Alerts area of My FileHold. Notifications can be sent when:

• Changes are made to documents or metadata
• Changes to documents within specific folders
• Specific date based events (user defined events)
• A reminder is set on a document

To set the global alert preferences

1. In the Web Client, go to Administration Panel > System Configuration > Client Options > Alert Preferences.
2. Use the following table to set the global alert preferences for the document management software:

3. Select the Enforce check box next to the preference you want to be imposed on all users. Users will not be able to modify this setting in their personal alert preferences. Administrators may be able to modify their personal alert preferences which are dependent upon the setting in System Configuration > Settings > General.
4. To reset the value for all users, click the Reset button next to the option name. At the prompt message, click OK. The settings will take effect the next time the user logs into FileHold.
5. To reset all alert preference options to their original default values, click Reset All Settings.
6. Click Save. The changes will be pushed out to all end users unless their alert preferences have been previously modified. If the option is set to “enforced” then their alert preferences will be changed and locked down (meaning they cannot be modified by the end user) except for possibly Library Administrators or higher.