Setting Up Internal Notifications With SiteDocs

Many companies want to set up a notification system within their company so that certain parties are notified when something specific happens - for example, when an Incident Report is completed in the account, the Safety Officer and the CEO want to know about it right away without having to log into the Admin Panel.

There are two routes you can take to set this kind of notification system up:

SiteDocs Auto-Share by Email

Our Auto-Share by Email feature is designed to make sharing your signed documents with an email recipient quick and simple. Many companies are able to utilize it for creating internal notifications as well!

Auto-Share by Email can be account-wide or location-specific, which means you will need to set up your "internal notification" relationship on every location in your account. For more information on how to set up Auto-Share by Email, see our help article.

Great for: Default notifications across your entire SiteDocs account.

Workflow Studio Integration

Workflow Studio is an Add-On Feature that is available for your SiteDocs Subscription that allows you to build customized notifications with email, SMS messaging, SiteDocs Chat, and select Notification software like Slack, Teams, and more!

For more information about Workflow Studio, click here for our What is Workflow Studio article or contact [e-mail] for information about how to add Workflow Studio to your subscription!

Great for: Highly customizable notifications for each location in your account.