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How to Create a Smart Alert
Smart alerts allow you to send notifications or label documents every time you get a match for search criteria. The alert will be triggered by new data being added to your account that matches the criteria you set. To create a smart alert follow the steps below:
Step 1Click on ‘Smart alerts’ in the main menu. |
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Step 2Once on the ‘Smart alerts’ page, click the blue ‘Add alert’ button on the right side of the screen below your list of existing smart alerts. |
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Step 3You’ll now see a window pop up called ‘Modify Smart alert’. First, you’ll add a name for your alert in the ‘Alert name’ field (a). Next, you have the option of adding a description for your alert in the ‘Description’ field (b). |
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Step 4After naming your alert and adding a description you will select the location you want the alert to run against, from the ‘Source or workspace’ dropdown menu. When clicking on the drop down you’ll see a list of all Sources and Workspaces you have access to, as well as the option to have your alert set for ‘Everywhere’. The ‘Everywhere’ option includes all workspaces and sources you have access to. |
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Step 5Next, you’ll select the areas you want to search in. You have four options from the dropdown menu in the ‘Search in’ field:
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Step 6Your next step is to add the text of the exact match you’re looking for in the ‘Matches’ field. When this exact match is found in the location and item you’re running your alert against, you will receive an alert. |
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Step 7Once your alert criteria are defined, you will select the alert you want to receive from the ‘THEN’ field. You have four options to choose from in the dropdown menu:
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Step 8Once you’ve selected your alert type you’ll find a field to specify the details of your alert. For example, if you want to add a tag you will type in the tag you want added. Or, if you want to send an email you’ll type in the email address of the recipient you want to receive the alert. |
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Step 9Click the blue ‘Done’ button. |
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How to Manage a Smart Alert
Once you have a smart alert set up you have two options to manage your smart alert. First you can click on the name of your alert to modify and save changes for any detail of your alert (a). Second, you can make your alert active or inactive as needed by using the toggle to the right of the alert name(b). When toggled to ‘on’ the alert is active, when toggled to ‘off’ the alert is inactive.
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How to Delete a Smart Alert
Step 1To delete a smart alert click on the gray x on the right side of the row the alert is in. |
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Step 1You’ll now see a pop up box appear asking you to confirm you want to delete your alert. To confirm and delete, click the red trash can icon. |
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