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Bulk Notification Changes

Notification alerts that are placed on documents can be changed at a bulk level to add new users, remove users who are no longer at the company, or swap recipients if someone steps into a role.

Instructions

 

Step 1: Go to the notifications report by hovering over Reports, then choosing the Notifications Report from the dropdown.



Step 2: In this view, you can see all of the notifications placed on documents. You will want to select the documents you need to change by selecting the checkbox next to each document. You can use the options at the top to filter down to documents you wish to change.

 

Step 3: Select all applicable documents for modification. As you select the documents, you will notice the Bulk Actions button switch to blue.

 

Step 4: Select the action you would like to take on the selected documents.



Step 5: Enter in the email addresses that should be affected by the change.

 

Step 6: Submit the changes and validate that the changes have been made and the correct email address has been provided.