Subscribe to Alerts

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After creating an alert, you can assign the alert to users. Once a user is subscribed to an alert, any documents that meet the alert’s criteria will then appear in the Alerts object in the user's Workspace. (The user must have Contract Management customized to display alerts.)

To subscribe to existing alerts:

  1. Right-click the top level folder (All Projects) and click Define Alerts.
  2. From the Define Alerts dialog box, click Edit next to an alert to open the Define Alerts New Alert or Define Alerts Edit Alert Dialog Box.
  3. In the Subscribers section, click Add Subscribers to This Alert to open the Select User Dialog Box and select users you want to assign to the alert.
  4. Click Save and Return to Menu to return to the Define Alerts dialog box.
  5. Click Close.

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Alerts



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Last Published Wednesday, June 17, 2015