Adding a Filing Notification

To add a filing notification

  1. On the Navigation Tree, click Report Warehouse, then click Document Retrieval and select Filing Notifications.

  2. Click clip0002 on the Filing Notifications page. The Filing Notification page appears.

  3. Filing Notification Name: Enter a unique name of a new notification.

  4. Filing Description:Optionally, enter any text defining the filing notification

  5. Document Groups: Select a document group that contains the document type you want to apply the notification to.

  6. Document Types: Select the document types to be included in the filing notification definition.

  7. Run immediate: Select this check box to execute the filing notification immediately upon the filing completion event. Each filing notification will be sent as an individual e-mail.

  8. Execution Frequency: These options become available if you have not selected the Run immediate check box. You can set the frequency of executing filing notifications.

  9. To save a new or existing filing notification definition, click the Save button.

  10. To reset the values, click the Clear button.

  11. Save: Saves a new or existing filing notification definition.

  12. To close the Filing Notification page without saving, click Cancel. Keep in mind that no changes will be saved.

NOTE: You can assign a notification to a role, user group or user via the Rights tab, which is available only for existing search notifications. For more details see Editing a Filing Notification.





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