gwynne Posted September 21, 2016 Posted September 21, 2016 Hello What would be useful is if we could set a review period on documents in the system that emails a notifications to a selectable email address when the review period comes up. We have documents which may not be relevent in a years time so it would be good to have review periods set so that we can update or delete documents if they are no longer valid.
TrevorHarris Posted September 21, 2016 Posted September 21, 2016 Hi @gwynne, Thanks for your post, we do provide an option for setting a review date on a Document, this will allow you to schedule a date when the document is due to be reviewed and will create an activity against that document to remind you when the document is up for renewal. This can be done by clicking on the Review tab on the document properties page (see screenshot) or by entering a Review Date when creating a document. The review activity will be visible in the activities panel of the document so you can assign, edit or complete the activity easily from within the document page. Hope this helps. Trevor 1
gwynne Posted September 21, 2016 Author Posted September 21, 2016 Thanks for that completely missed it
gwynne Posted September 22, 2016 Author Posted September 22, 2016 Quick question about this, who gets the notification for review, is it all the members who have access or the owner?
Gerry Posted September 30, 2016 Posted September 30, 2016 Its the owner that gets notified that the document is up for review Gerry
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now