Notify employees from linked objects about releases

When a document is released, the following users are notified by default:

  • Acknowledgers receive a notification by e-mail and via the Portal header about their pending acknowledgement.

  • The creator receives an e-mail that the document has been released.

  • If the document is a favorite, you will receive a notification via the Portal header.

  • If the document is linked to a task, a sub-process, a process or a process group, the users who are referenced there in the responsibility attributes are notified via the Portal header.

    Requirements: To receive the notification in the Portal header, the object to which the document is linked must be released.

    Note: You can also use the Transition form Grant version release to set up additional e-mail notifications for the employees concerned.

Inform affected employees by e-mail

If the document is linked to a task, a sub-process, a process or a process group, the users who are referenced there in the responsibility attributes can also be notified by e-mail about the version release of the document. To activate the automatic notification by e-mail, the Inform affected employees field is available in the transition form Grant version release form. For Aeneis to inform the users, set the field to Yes:

Note: The e-mail is sent to those users referenced in the last released version of the linked object. If there is no version of the linked object yet, the users referenced in the working draft are informed.