Creating Subscriptions

yuuvis® RAD client • 10.x »

You can create subscriptions for folders and documents. You will receive an e-mail or a message in your inbox if changes are made to an object (see Inbox).

For documents, you can also choose when setting up the subscription whether you want to be informed either of changes to the metadata, the document content, or of changes to the metadata as well as the document content.

  1. Select the desired object (in a hit list, a process file, or the favorites, inbox, or notifications areas in the main menu, for example). As another option, you can also switch to the folder view or the object view by double-clicking the selected object.

  2. Click Action iconActions >GENERAL > Create subscription Create subscription.

    The Create subscription menu appears

  3. Enter a title for the subscription.

    If the Create subscription action is applied to more than one object at the same time, no input field for the title will be shown. In this case, the title of the individual object will be used to show subscriptions in the inbox.

    The title will appear as a heading when the subscription is shown in the inbox.

  4. Select the type of notification in the menu:

    • If you select the Notification via inbox option, all the notifications will be delivered to the inbox. In addition, if you are logged in to yuuvis® RAD client, a Windows notification message will inform you that new information has arrived in your inbox. You can show the inbox by clicking the Windows notification message. When using this feature for the first time, the user must grant permission for being notified via the Windows operating system.

    • If you select the Notification via e-mail options, an e-mail will be sent to the e-mail address stored in your system.

      You can view the e-mail address used for notifications in the settings of yuuvis® RAD client. You can access the settings by clicking your profile picture in the yuuvis® RAD bar. The e-mail address was either applied following synchronization with Microsoft ADS or stored by your administrator in yuuvis® RAD.

  5. Click the Down arrow icon Down arrow icon to specify when you want to be notified about changes to the object.

    The Subscription options menu appears.

  6. Click the option for which changes you want to be notified about in the menu:

    • Metadata changes

    • Document file changes

    • All changes

    If you want to subscribe to a folder, then Metadata changes is your only option.

    The Subscription options menu closes.

    The selected option is shown in the Create subscription menu.

  7. Click the Create button in the Create subscription menu.

The subscription is created.

The subscribed object is indicated by a Subscription icon Bell icon in the object area.

The subscribed object will be shown in your inbox at the entered time or you will be informed about changes to the subscribed object according to your selected notification option.

The subscription is listed in the Notifications area of the main menu.

All the subscriptions you have created are listed in the Notifications area in the main menu. You can access the main menu with the notifications area via the Main menu icon Main menu icon on the yuuvis® RAD bar.