This functionality facilitates triggered instant Email Notifications on Document Actions with Hyperlinks.
User Preferences are available with default values at the Distribution stage. These preferences are Workspace Level preferences. You have the facility to allow publisher override the preference at the time of distribution.
Hint
: Mark the Allow
User override the Preference as OFF if you do not want it to be
edited at the Distribution stage
1.At the Distribution page, select Company or Distribution Groups from the top drop down menu
Once a Group or Company has been selected, the appropriate individuals will appear.
2. Select individuals to receive file/s by clicking on their name/s
Users may multiple select by using their Shift or Ctrl key
3. Click on Add to Distribution List to confirm selection
4. Select Action Required, Respond By time & enter Action Notes for each individual where necessary
5. The Email Notification User Preferences will be defaulted.
6. Click on Distribute to send
Email Notifications with Hyperlinks be triggered to users with Document
Actions for whom Email Notifications is checked ON.
Click on the Hyperlink Action will directly go to the to the document(s)
you need to action, if you are already logged into Asite, otherwise it
will ask to login to Asite before being taken to the action.
Once clicking on the hyperlink, an option would be displayed to
view the document in the Asite Viewer or download the document.
For multiple actions, a single Email will be triggered.
Useful Links:
Instant Email Notifications - Form Action Hyperlinks