Sending a notification when there is no document to share | InvestorVision

Product: Intralinks InvestorVision
Applies to: General partners
 

You can send an email notification that is not associated with a document.

I want to

• Send a notification to users that is not associated with a document

Steps

Sending a notification to all users, an investor, fund or investment or to one or more groups

1. Click the Plus button in the top right corner and select Add Notification.
2. In the Email Subject Line field, enter the subject of the email.
3. In the Message field, enter the text of the message.
4. Click Review User Access.
5. Select one of the following options:
   • To send the notification to all users, select Send notification to all users.
   • To send the notification to an investor, fund or investment, search for users by investor and fund in the Post notification to Investor, Fund or Investment section.
   • To send the notification to one or more groups, search for groups in the Post notification to Groups section.
6. Click Preview Notifications.
7. Review the notification and click Send Notification.

Sending a notification to selected users

1. Click Users in the left panel.
2. Select the users to which you want to send a notification.
3. Click Add Notification at the bottom of the screen.

   A message is displayed indicating the number of users that will receive the notification. Notifications are not sent to disabled users and users that do not have permission.

4. Click Confirm.
5. In the Email Subject field, enter the subject of the email.
6. In the Message field, enter the body of the message.
7. Click Send Notification.

Additional information

• Previewing document notifications
• Sending document notifications