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Integration with GoFileRoom

Set up GoFileRoom notifications (optional)

You can get notifications for events surrounding SurePrep Source documents by adding notification rules for documents and workflows. SurePrep and GoFileRoom don't require notifications to function properly.
Follow these steps if you want to get notifications for SurePrep events (optional):
  1. On the
    Home
     page, select
    Notifications Rules
     in the
    My Alerts
     section.
    • Select
      Add
       then
      Document Rule
      .
    • Create a new rule by selecting the following options:
      Option
      Entry
      Action to Notify
      When a document is added
      Rule Name
      SurePrep source document added
      Make this rule available for other people?
      No
      Recipients
      Mark the checkbox for the recipients of the notification as desired.
      Select
      Next
      . Go to the
      Conditional (optional)
       tab and select the following:
      Option
      Entry
      In the drawer
      Clients
      Property
      Document Type
      Document Type
      SUREPREP SOURCE DOCUMENTS
      Select
      Done
       to save the rule.
    • Repeat the previous steps above to create a new rule:
      Option
      Entry
      Action to Notify
      When a document is deleted
      Rule Name
      SurePrep source document deleted
      Make this rule available for other people?
      No
      Recipients
      Mark the checkbox for the recipients of the notification as desired.
    • Repeat the previous steps to create a new rule:
      Options
      Entry
      Action to Notify
      When a document is reindexed
      Rule Name
      SurePrep source document reindexed
      Make this rule available for other people?
      No
      Recipients
      Mark the checkbox for the recipients of the notification as desired.

This article applies to:

  • Product: SurePrep
  • Subject: Integration
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