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Adding email notifications to a shared folder

After setting up a shared folder and adding contacts, you can edit privileges and email notifications for each individual contact. Adding email notifications are defined by:

  • Notification by email on Upload
  • Notification by email on Download
  • Notification by email on Upload/Download

 

Steps to Setup Notifications

Steps Description/Example
1. Click the Files tab, click Sharing and select the folder you would like to change notifications on. adding email notifications
2. Change the access and notify setting for each individual contact or user. adding email notifications
3. Save your changes to finalize the notification and access settings.
Notification level Description Example use
None Do not send any notifications When a folder is updated regularly it might cause an issue with too many notifications being received e.g. when a proposal folder is shared with +100 trades you may not want to know when they downloaded
Upload Notifies when a file is uploaded to the shared folder When the owner or contact wants to be informed that a file has been uploaded to a folder e.g. a contract addendum deadline, a video/image file for a publisher
Download Notifies when a file is downloaded from the shared folder When the owner or contact wants to make sure the file they shared has been seen by the person they shared it with e.g. a time-sensitive project with a deadline or a folder that is shared with a large number of people and the owner wants to make sure each person has downloaded the file
Upload/Download Notifies when a file is uploaded or downloaded from the
shared folder
When the owner or contact wants to monitor all ongoing activity within a shared folder

Setting Notifications for the Shared Folder Owner

After setting up a shared folder and adding contacts, you can edit privileges and email notifications for the folder owner. The folder must have an email associated with the account to receive notifications.

Click Files tab > Sharing > Select the folder you would like to change notifications on

 

 

 

The folder owner will receive an email notification in their inbox upon upload or download.

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