(Dansk version)

Overview

You can easily keep track of the changes made to DocuNote items by subscribing yourself or any other user to the Subscription activity monitor system. For example, you can check when a document was updated, published or deleted, or when the case permissions were changed, etc.

In addition, you can configure the e-mail notifications to be sent when there is a change to any case or document. You can decide how often you want to receive e-mails: immediately, daily, or weekly. Immediate notifications are sent as individual e-mail messages, and daily or weekly notifications are combined into summary messages.

<aside> ⚠️ Please note:

• A user must have appropriate permissions to sign up for subscription. For details, see Subscriptions - system setup. </aside>

Subscription on cases

If you would like to be aware of the changes and updates performed on a specific case, follow these steps below:

1. Find the function: Right-click the case and select Other functions*>* Manage subscriptions from the context menu.

1. Add new subscription: Click Add to create a new subscription and specify the user who will be subscribed to the case. You can sign up yourself and any other users on the same subscription - or make several new subscriptions if the users needs different information in relation to the added Action.

   

   <aside> ⚠️ Please note:

   • You can only add other users to subscribe on an element if you have a corresponding permissions. For details, see Subscriptions - system setup.
   • You can only add a user one time on the element.
     • If you add a user who already subscribes to the element, the user will be automatically removed from your newly created subscription when you save. </aside>

2. Add Actions related to: Decide which case and document actions you want to receive notifications on, by set a tick on the desired. The actions are grouped into log actions. Please check the following table describing what each log actions will be triggered by:

   Log action	Description
   Case management	- Case deletion

   • Case move | | Case properties | - Case properties change | | Case notes | - Case notes creation
   • Case notes editing
   • Case notes deletion | | Case permissions | - Case permissions change | | Document management | - Document under this case being deleted
   • Document under this case being moved
   • Document under this case being published
   • Document under this case being rolled back | | Document properties | - Document properties change | | Document notes | - Document notes creation
   • Document notes editing
   • Document notes deletion |

3. E-mail notification: Specify how often the e-mail should be sent:

   • No e-mail - no e-mail notifications will be sent;
   • Send immediately - the e-mail notifications will be sent regularly over a short period of time, approximately each 15 minutes (or more) if any actions took place;
   • Send daily - the e-mail notification will be sent once per day at the specified time;
   • Send weekly - the e-mail notification will be sent once per week on the specified day and time.

4. Save your changes.

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Subscription on documents