Adding notification rules for documents and workpapers

Alerts and notices
  1. Click the Home link in the GoFileRoom toolbar.
  2. Click the Notification Rules link in the My Alerts tile at the top of the screen, or click the Notification Rules button in the My Alerts toolbar.

    Notes

    • If there are no Alert notification rules set up, you can click the Add Notification Rule button. Show me.
      Add Notification Rule button image
    • If you do not see the Home link, ask one of your firm's GoFileRoom administrators to verify that you are set up as a home page user.
  3. Click Add button and select Add Document rule or Add Workflow Rule.

Step 1: Rules Action And Recipients – Define the rule action, persons to notify, and then click Next.

Step 2: Conditions (optional) – Specify the conditions for the selected action.

  • By Users or groups: Select Users, Groups, or External Users from the drop-down menu, click users or groups in the list to select them, and click OK. You can filter the list by user, and sort the list by ID, name, country, or age.

For the following items, expand your selection and click the Select button to choose the items in the list that you'd like to include, and then click Done.

  • in this drawer
  • with a file type extension
  • with a size in a specified range

Click Next to continue to step 3, or Done to finish.

Step 3: Exceptions (optional) - Select exceptions as needed, and then click Done.

Was this article helpful?

Thank you for the feedback!