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BlueCielo Meridian Enterprise 2013 User's Guide | BlueCielo ECM Solutions
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Subscribing to documents
When you are responsible for important documents that could be changed by others, you might want to be notified when changes occur of which you are not aware. You can subscribe to those documents to receive email messages when events occur that you are interested in. You may also subscribe to receive reminders for specific documents for which a system administrator has configured periodic reminders. If you have the Allow Management of Subscriptions for others privilege, you can add or remove subscriptions for other users.
Note
- You might also receive event notifications or reminders for documents to which you did not subscribe. These could be the result of automatic notifications configured by a system administrator.
- Subscriptions require some configuration by a system administrator. Also, you must be a member of a group that has been granted the Allow Subscriptions or Allow Management of Subscriptions for others privileges in the folder containing the documents that you want to subscribe to.
- You cannot subscribe to documents for work area actions.
To subscribe to or unsubscribe from documents:
- In any navigation view, select the documents that you want to change subscriptions for. You may not select a folder to subscribe to all of the documents that it contains.
- On the Document menu, select Change Subscription. The Change Subscription dialog box appears and lists the available events and reminders that you can subscribe to. The events to which you have already subscribed are selected.
Note
- Changes to the selected events in this list are not saved if you click the Subscribers button and will be reset when that dialog is closed. If you want to change the subscriptions of other users, select the subscribers in next step first and then change the events to which they are subscribed.
- You may also view and remove subscriptions in a web browser as described in Viewing and removing subscriptions.
- To change the subscriptions of other users:
- Click Subscribers. The Subscribers dialog box appears and lists all system users. By default, your name is selected to change only your subscription options.
Note Changing the subscriptions of others is not supported by Web Access.
- Select or clear user names to change their subscriptions to the selected documents.
- Click OK to save your user selections and return to the events list.
- Select or clear events and reminders to change the subscriptions to the selected documents for the users that you selected.
Note The checkboxes shown by this dialog can represent three states that indicate how many of the selected subscribers are subscribed to the corresponding event. The appearance of the different states is shown in the following figure.
To view the names of the subscribers for a specific event:
- Select the event and click Subscribers. The Subscribers dialog box appears and lists the users that are subscribed to the selected event.
- Click OK to save your subscription changes.