Notifications for documents uploaded to projects in Portfolios
Hello,
We have a team that reviews documents associated with a project; this is initiated by a lifecycle step. Sometimes they have to send it back to the user for revision. They would like to receive an automated notification when the file has been updated and re-uploaded...sometimes more than once. Have any of you have been able to make this happen without creating additional lifecycle steps to loop the document/content review process?
Thank you.
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I’m not sure if this would fully cover it since we don’t work much with content management, but it looks like there’s an automated notification when a document gets modified. I’m not entirely sure if re-uploading counts as a modification though, so that’s something you’d probably need to test:
Thank you for your reply. We have Email Configuration notifications enabled for both Modified Documents & New Document, but no email notifications are going out. I am enabling the Portal Configuration to see if anyone starts getting notifications.
@SVarney would recommend using ProjectPlace to manage documents, rather than Portfolios Content Management. It has much richer capabilities
Thank you. That would be a big shift for us to make that change, but it may resolve their problems with just “waiting” for someone to finish their reviews. I will look into this option.