Configuring Alerts

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Working in KnowledgeTree's Web Interface > Browse Documents > Working with Documents > Configuring Alerts

This procedure displays, edits, and deletes existing document alerts, and adds new document alerts on a currently selected document.

Note: This feature is only available in KnowledgeTree Commercial (on-premise, or KnowledgeTreeLive).

Note: Adding an alert allows the system to notify the creator of the alert, other users that may be included in the alert, when action is due on the document. Users included in the alert receive an email and a dashboard notification when the alert is triggered.

Note: Document Type Alerts

Document Type Alerts is a feature in KnowledgeTree that allows the system administrator to create an alert on a document based on its document type - the alert is automatically applied to all documents of the specified document type. Users view document type alerts listed as an existing 'system' alert for the document. When the system alert (document type alert) is triggered, affected users receive an email advising them of the action to take for the document type alert, and a message for the alert displays on the Dashboard.

Perform the following steps:

1.	Log in to KnowledgeTree's web interface; then, open the relevant document's Document Details page.

2.	In the Document actions menu, click Alerts.

3.	Do you want to ...

•	view existing alerts on this document? In the Existing Alerts section on the page, view existing alerts displayed on the page.

•	edit an alert on this document? In the Existing Alerts section on the page, click the Edit icon for the relevant alert. Make the required changes; then, click Save.

•	delete an alert on this document? In the Existing Alerts section on the page, click the Delete icon for the relevant alert.

•	add an alert on this document? Go to step 4.

4.	To add a document alert:

4.1.	In the Alert Date section, define an alert date - define a number of days until this alert is active, or select a calendar date.

4.2.	In the Alert Message section, add a message to attach to this alert, if required.

4.3.	To add other users as recipients of this alert, click Add other users to this alert ...; then, select the relevant users.

4.4.	Click Save.

Adding and Viewing Alerts

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