Articles on: OneHash CRM | Email and SMS

Document Follow Feature

Document Follow is a feature that allows users to track changes in documents via email notifications.

How to Activate Document Follow

Go to: Settings > My Settings
In the Document Follow section, tick the 'Send Notifications for documents followed by me' checkbox.
Set the frequency at which you want to receive emails.
Now, you can receive emails for the documents you follow.


How to Follow documents


Go to any document, you'll see an option to follow the document.
Click on 'Follow'.



After following, you can also unfollow a document.

Note that you can only follow documents for which track changes are on.

To enable track changes, go to Menu > Customize > tick the Track Changes checkbox.


Note that you can only follow documents for which track changes are on.



Automatic Follow


Cases where the document will be automatically followed after activating Document Follow:

When you create a new document.
When you modify a document.
When you like a document using the heart icon.
When another user shares a document with you or assigns you to a document, you'll be following the document.

This is what an email notification for Document Follow will look like:




Notifications

Updated on: 01/04/2023

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