Adding a Filing Notification

To add a filing notification

  1. In the upper right corner of the page, click Preferences.

  2. In the Preferences dialog box, select the Filing Notifications tab.

  3. Click the Add button. The Filing Notification page appears.

The Filing Notification page contains the following items:

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

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

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

  • Document Types: Select the document types to be included in the filing notification definition, by dragging their names from the left pane to the right pane.

  • 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.

  • 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.

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

  • Clear: Clears all the boxes.

  • Cancel: Cancels the operation.

  1. Fill in the boxes of the page, and click Save.




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