Email Alert

This guide explains how to configure document expiry alerts for files nearing expiration within two or three months(by your settings).

• Single Email Alerts: If a file is expected to expired, a daily alert is sent at 5:00 PM to the account manager and administrator. The current email template is shown, and a new HTML template can be provided if needed.
• Weekly Reports: A weekly report is generated exclusively for administrators. It includes a summary and an auto-generated list that uses placeholders. A new template for this report is also available upon request.
• Recipient Requirements: People added to the alert recipient list only need a valid email address; they do not require actual access.
• Testing Delivery: You can easily verify that the alerts are working by using the "test send" button to test delivery.