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Notifications

Create notification rules for SurePrep documents

It is optional to Add notification rules for documents and workflows if you would like to be notified of events surrounding a SurePrep Source document.
Note that the GoFileRoom and SurePrep integration no longer requires notifications to function properly as of October 21, 2024. Removing this dependency makes the setup process more simplified for new customers of SurePrep and GoFileRoom. If you have previously configured notifications, they can remain in place if you want to receive emails and alerts, or they can be deleted.  Leaving the notification rules in place won’t impact the integration process.
Prior version of GoFileRoom required the following notification rules and this setup step is no longer required. They can be edited or deleted to your preference.
  • SurePrep source document added
  • SurePrep source document deleted
  • SurePrep source document reindexed

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