Sending document alerts | DealCentre AI

Applies to: Deal Administrators
 

You can send folder and file alerts at any time. If you are sending alerts for multiple documents, the alert will only reference documents that the recipient has permission to view.

How to send a document alert

1. Display the deal you want to work with. If you are viewing another deal, click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click either Preparation icon or Diligence icon  on the left side of the screen.
3. Click Documents.
4. Use one of the following options:
   • To send an alert for a single folder or document, from the three dots menu in the row of the folder or document, select Send Alert.
   • To send an alert for multiple folders or documents, select the folders and documents. From the three dots menu in the menu bar, select Send Alert.
5. In the Subject field, enter text for the subject line.
6. (Optional.) In the Additional comments field, enter additional information about the folders and documents.
7. In the Select users and groups to receive the document alert field, select either individual users or entire groups. When sending alerts from the preparation or diligence area, all roles - deal team, third party admin and seller (when applicable) appear.
8. Click Send Alert.

Additional information

• Working with documents in preparation
• Working with internal documents