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Set up notifications for File Exchange and Document Presentation uploads

  1. On the
    Admin
     tab of the
    Navigation
     pane, select
    Notification
     from the Utilities section.
  2. Choose
    File Exchange
     or
    Document Presentation
     from the Notification list.
  3. Select
    NetStaff CS
     under
    Display Users
    .
  4. Choose 1 of the following to notify people when someone uploads a file that they can access.
    • Choose
      All Users
       to notify all people using NetStaff CS.
    • Choose
      Selected
       under Notifications, then mark the checkbox for each person you want to notify.
    note
    • If a person has turned off their notifications in a portal, you can turn them back on. Choose
      Selected
       under Notifications, clear the checkbox for the person, then select
      Enter
      . Select
      Unselected
      , mark their checkbox, then select
      Enter
      .
    • If you chose
      All Users
      , you don't need to return to mark checkboxes for new people.
    • Use
      Find
       and the
      Unselected
       and
      Selected
       filters to find people.
  5. If you don't want to notify people who use NetStaff CS, mark the
    Send notification for NetClient CS user uploads only
     checkbox.
  6. Select
    NetClient CS
     under Display Users.
  7. Mark the checkbox for each person you want to notify, then select
    Enter
    .
Either all people or those you've chosen will get notified when someone uploads a file to they can access.
note
  • You can change the template for this notification message.
  • People who use NetStaff CS can specify which File Exchange folders they want notifications for.

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