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.
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.
Click Actions > GENERAL > Edit follow-up.
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.
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.
- Click the Create button.
The follow-up is created.
The object chosen for follow-up is indicated by a Clock icon in the object area.
The object to be followed up is displayed in your inbox at the specified time and you are informed about the follow-up according to your selected notification option.
The follow-up is listed in the Notifications area in the main menu.
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 on the yuuvis® RAD bar.