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Creating custom document notifications

Create custom notifications to receive email notices at a specified date. Use this feature to remind you when leases are expiring, when maintenance tasks are due to be reevaluated, and more.

Create a notification​

  1. Navigate to the Site.
  2. Open the "Documents" section.
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  3. Click on the "Edit" icon to the right of the document you wish to be notified on.
    document_notifications_2.png
  4. Open the "Create Notification" section.
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  5. Set your notification Start Date, Interval and Description. Leave Interval blank for one time only notifications. Click "Add" to create your notification.
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  6. You will receive a notification via email, sms, or within puush per your personalSettings, on the morning of the Start Date selected, as well as on each interval as defined.

Removing Notifications​

  1. Navigate to the documents edit view as done to create a new notification.
  2. Click on the "Delete" icon to remove the notification.
    document_notifications_6.png
tip

For more about all notification types and delivery settings, see Notifications Overview.