Email Categories for Custom Notification Settings

The following tables list the email notifications within each selectable category for Notification Settings for Doc Owners & Proxies in the Properties Wizard.

Critical Changes

Email Name Description

Document Replacement Pending

Sent to the document owner and assigned proxy author when another user has set one of the owner's documents to be replaced.

Document Edited in Its Current State

Sent to the document owner, proxy author, and approvers when an administrator edits a document in its current state.

Document Set as Approved

Sent to the document owner and proxy author when an administrator sets a document or questionnaire as approved.

No Revision Necessary

Sent to assigned approvers and proxy author when a document or questionnaire is due for review and the document owner specifies that no revision is necessary. Alternatively, if an administrator specifies that no revision is necessary, the document owner will also be notified.

Master Document Edited in Its Current State (active only if the Localization Workflow Module is enabled)

Sent to document owners and proxy authors of localized copies when the master document is modified in its current state (as opposed to creating a new version).

Document Status Changes

Email Name Description

Review Level Complete

Sent to the document owner and assigned proxy author when all required reviewers on a specific level have accepted the document or questionnaire and a subsequent review level exists.

Review Cycle Complete - Document Moved to Approval

Sent to the document owner and assigned proxy author when a document or questionnaire is accepted by all required reviewers and moved to approval.

Approval Level Complete

Sent to the document owner and assigned proxy author when all required approvers on a specific level have accepted the document or questionnaire and a subsequent approval level exists.

Approval Cycle Complete - Document Approved

Sent to the document owner and assigned proxy author when a document or questionnaire is accepted by all required approvers and moved to published or pending.

Task Status Changes

Email Subject Action That Triggers Notification

Writer Task Complete

Sent to the document owner and assigned proxy author when an assigned writer clicks Finished Writing.

Reviewer Task Complete

Sent to the document owner and assigned proxy author when an assigned reviewer accepts, declines, or revises a document or questionnaire.

Approver Task Complete

Sent to the document owner and assigned proxy author when an assigned approver accepts, declines, or revises a document or questionnaire.