Editing a Filing Notification

You can edit any filing notification that you have added. You cannot edit filing notifications added by other Monarch Server users. If these filing notifications have been assigned to you, however, you can turn them on or off (that is, specify whether or not you want them applied to you) in MSClient.

To edit a filing notification

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

  2. Select the  filing notification you want to edit on the Filing Notifications page:

  • Click the name of the filing notification you want to edit, or

  • Click anywhere on the row, and then click clip0003.
    The Filing Notification page appears. For details about how to change its items, see Adding a Filing Notification.

  1. To assign a filing notification to a role, user group or user, click the Rights tab at the top of the page.

NOTE: The Rights tab is available only for existing objects (in the Edit mode).

  1. To make a filing notification available to all users, select Global check box and click the Save button.
    Otherwise proceed to the next steps.

  2. Expand hidden sections by clicking the User Groups, or Roles heading. To specify the roles, groups or users that you want to have rights to the notification, drag their names from the left pane to the right pane (in an appropriate section).

Note: Assigning a notification to a role, user group or user does not guarantee that they will be notified when a filing task is executed. They will only be notified if they have selected the notification on the Notifications page in MSClient.

  1. Make the necessary changes and click Save.
    The system saves the modified filing notification to the database and displays the updated Filing Notifications page, if the operation is completed successfully.






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