Sending Notifications

You can send a manual notification email by using the Collaboration Notification Email Editor or by copying and pasting the notification link into your email editor (such as Microsoft Outlook).

To send a manual notification using the Collaboration Notification Email Editor:

  1. In the application view, navigate to the functional area or item about which you want to send a notification and select the item. The project-level notification link is available in the Project Information module in the Overview tab.

  2. Click  Notify.

  3. In the Send Notification dialog box, click To... and from the Choose Users dialog box, select the recipients of the notification email.

  4. Click Finish.

  5. In the Subject field type some text to identify the subject of the email.

  6. In the Message Details text box, type the body of your message.

  7. Click Finish.

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To send a notification link using your email editor (such as Microsoft Outlook):

  1. In the application view, navigate to the functional area or item about which you want to send a notification and select the item. The project-level notification link is available in the Project Information module in the Overview tab.

  2. Click  Notify.

  3. In the Send Notification dialog box, click the Notification Link tab. For more information, see Notification Link.

  4. Click Create. This launches your default email client and includes the notification link in the body of the email. You can then edit this email before sending it out through your email client.

  5. In the Send Notification dialog box, click Finish.

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To send a notification link using your email editor by copying and pasting the notification link:

  1. In the application view, navigate to the functional area or item about which you want to send a notification and select the item. The project-level notification link is available in the Project Information module in the Overview tab.

  2. Click the Copy to Clipboard button next to the Notification Link box.

  3. The notification link is automatically saved to your clipboard and can now be pasted into your email editor.

Or

  1. In the application view, navigate to the functional area or item about which you want to send a notification and select the item. The project-level notification link is available in the Project Information module in the Overview tab.

  2. Click  Notify.

  3. In the Send Notification dialog box, click the Notification Link tab. For more information, see Notification Link.

  4. Copy the contents of the Notification Link text box.

  5. Create a new email in your desktop email editor.

  6. Paste the contents of the Notification Link text box in your email.

  7. After you have sent your email, in the Send Notification dialog box click Finish.

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