Sending email alerts | VDRPro

Product: VDRPro
Applies to: All managers and publishers
 

Depending on your role and how your VDR was set up, you may not be able to perform this task.

Email messages alerting members about a document generally are sent when a document is created or updated. If you want to send a message to members at another time—for example, to remind them to read a particular document—use this procedure.

Note: You can send alerts for one or more documents. You cannot send alerts on folders.

I want to

• Remind members to review a document

Steps

1. Click Documents within the exchange.
2. Select the document(s) you want to send an alert about.
3. From the three dots menu, select Resend Alerts.
4. Select the names of people you want to receive the the alert.
5. If you want to override members’ alert preferences, select Immediate from the Override Alert Preference list.
6. (Optional.) You can edit the subject or add a note to the email Your note appears in the body of the email message.
7. Click Send Alerts.

Additional information

• Changing email alerts