Audit > Notify > Add dialog

Field/Choice

Description

Rule Name

Enter a short, descriptive name for the new rule.

Profile Group

Click Profile Group to open the Select Profile Group dialog, where you select one or more profile groups to which the rule will apply.

Profile Fields

Click Profile Fields to open the Profile Group Field Filters dialog, where you see the profile fields defined for the profile group(s) already selected. Values can be selected or entered in that dialog to further refine criteria for the notification rule.

Doc ID

Enter a full document number to target a specific document in the selected profile group(s).

Description

Enter a full or partial document description to target specific documents in the selected profile group(s). You can use quotation marks to specify an exact line of text.

Users

•        A plus  button appears just to the left of the Users button. That means users selected here will be included in the notification rule. If you would rather exclude certain users - meaning that all others would be subject to the rule - click the minus   button.

•        Click Users to open the Select User dialog, where you highlight (select) the users to whom you want the rule to apply (or whom you want to exclude).

Events

•        A plus  button appears just to the left of the Events button. That means events selected here will be included in the notification rule. If you would rather exclude certain events - meaning that all others would be subject to the rule - click the minus button.

•        Click Events. That opens the Events dialog, where you highlight (select) the events to whom you want the rule to apply (or which you want to exclude).

Email

Enter email addresses on the appropriate lines, or click buttons next to the To…, cc… or bcc… fields to select recipients from Outlook lists.