Creating Follow-ups

yuuvis® RAD client • 8.x »

You can create follow-ups for folders and documents. Follow-ups can act as editing reminders, for example. They will be shown in the inbox starting from a specified time.

  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 Actions menu iconActions > GENERAL > Follow-up icon Edit follow-up.

  3. Please enter a title for the follow-up.

    The title will appear as a heading when the follow-up is shown in the inbox.

    If the Create follow-up 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 follow-ups in the inbox.

  4. Select the type of notification.

    If you select the Notification via inbox option, all the subscription 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 view 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 inbox option, all the subscription 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 view 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.

    Depending on the checkbox you have enabled, you will receive a notification about the follow-up in your inbox and/or by e-mail.

  5. Click the Create button.

The follow-up is created and shown in your inbox or the inbox of the specified editor at the entered time.

The object chosen for follow-up is indicated by a Follow-up icon Clock icon in the object area.

All the follow-ups 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.

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.