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Sending document notifications on CP

Locate the Collaboration Platform (CP) workspace and the folder with the document(s) you want to send a notification about.

  1. Click on the checkbox next to the file(s) you want to send a notification about:

Please note

Click the checkbox in the table header to select all files in a folder.

Subfolders will not be included.

Selecting documents within a folder.
  1. In the toolbar press the Notify button:

Please note

You can also use the notify circle button (with notification flag icon) which will appear in the bottom right of your screen:

Selecting the Notify option on files.
  1. Complete the notification:

A. Enter a Subject (required)
B. Enter a Message (required)
(use html formatting as appropriate)
C. Select Lists/Groups (and/or type a name) to create a list of notification recipients
(a counter shows the number of recipients)
D. The documents you selected are already attached.
If needed, you can attach more documents using the ATTACH DOCUMENT(S) button (a counter shows the number of attachments).
E. Select the SEND NOTIFICATION button:

Example showing interface for filling in a notification.

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