Notifications

yuuvis® RAD client • 10.x »

In the Notifications area you can manage the subscriptions and follow-ups you have set up.

You can open the notifications area by clicking the Main menu icon Main menu icon > Notifications on the yuuvis® RAD bar.

The notifications area shows the notifications list on the left and the object area on the right. The following functions are available:

Update icon

Updates the list of notifications.

Filter icon

Filters the list of notifications by text, type, or object type.

For example, enter the contract string and the list will show all objects whose names contain the contract string. If you enter more than one term, the AND operator is used to connect them. The filtered messages will then contain all terms you entered for the search in the title or subject.

You can also filter based on the Follow-up and Subscription types.

Active filters are highlighted by means of a colored filter icon in the header area of the list. The count of the filtered objects is shown in the footer of the list. To remove a filter, click the Reset filter button in the open filter dialog.

Sort icon

Sorts the message list in ascending or descending order by title, type, or date.

Active sortings are highlighted by means of a colored sorting icon in the header area of the list. To remove a sorting, click the Remove icon Clear sorting icon in the open sorting dialog.

Actions menu icon

Opens the actions menu and, depending on the context, offers various actions for the objects selected in the notifications list.

Depending on the context, you also have a number of actions available in the header of the object area:

Icon Beschreibung
Update icon Updates the preview of the object selected in the object area.
Favorites icon Displays the favorite status of the selected object. Clicking the favorites icon allows you to add the object to your favorites or remove it from the favorites area (see Adding Objects to Favorites).
Download icon Downloads the document file of the selected object in the original format to the local file system (see Download Document File). This is displayed only if the object selected is a document file that has content.
Edit icon

Downloads a document file for editing (see Opening and Editing a Document File Locally). This is only displayed if:

  • the object selected is a document file that has content;
  • you have the appropriate permissions to edit the file;
  • use of the installed yuuvis® RAD agent has been enabled in the settings (see Connecting yuuvis® RAD agent).

Actions menu icon

Opens the actions menu and, depending on the context, offers various actions for the object shown in the object area (see The Actions Menu).
Subscribed icon Indicates that a subscription is available for the selected object (see Creating Subscriptions and Deleting Subscriptions).
Follow-up available icon Indicates that a follow-up is available for the selected object (see Creating Follow-ups and Editing or Deleting Follow-ups).
Signing icon gray – icon Indicates that the selected document is in the process of being signed. The document file has been transferred to a signing platform and still needs to be signed by the specified signers (see Signing Document Files).
Signing icon green – icon Indicates that the selected document has been signed (see Signing Document Files).
Signing icon red – icon Indicates that the selected document is in the process of being signed and that the signing request has expired, has been rejected, or has been canceled or that an error has occurred during signing (see Signing Document Files).
Documents in process file – icon Indicates that the selected object is part of a process file (see Process file). If you hover with your mouse over the icon, the tooltips will show you which process this is.
Finalized icon Indicates that the selected object has been finalized (see Finalizing Objects).
Document locked icon Indicates that the selected object has been locked by you (see Locking Document Files).
Document locked icon Indicates that the selected object has been locked by another user.
 Link document  The  Link document  button indicates that the selected object is a link document (see Object Versions).
 Open original context  The  Open original context  button indicates that the selected object is an object referencing the folder (see References). You can click the button to view the filing location of the selected object.

Editing or Removing Subscriptions and Follow-ups

  1. Use the Main menu icon Main menu icon on the yuuvis® RAD bar to access the main menu and switch to the Notifications area.

  2. Select the desired subscription in the notifications area in the notifications list.

  3. Click Action iconActions >GENERAL > Create subscription Remove subscription.

The subscription is deleted. The Subscription icon Bell icon on the subscribed object is removed.

The subscription is removed from the notifications list in the notifications area in the main menu.

  1. Use the Main menu icon Main menu icon on the yuuvis® RAD bar to access the main menu and switch to the Notifications area.

  2. Select the desired follow-up in the notifications area in the list of notifications.

  3. Click Action iconActions >GENERAL > Follow-up icon Edit follow-up.

  4. Make your changes and click the Modify button.

    Click the Remove button to delete the follow-up.

The changes are saved or the follow-up is deleted.

When the follow-up is deleted, the Follow-up icon Clock icon that indicated the follow-up is removed.

The follow-up is also removed from the notifications list in the notifications area in the main menu.

Adjusting the Layout

You can change the layout of the areas (see Hiding and Undocking Areas). You can also change the arrangement of the aspect areas to your liking (see Object Aspects).