Integrated Notifications

Identify when a document has been revised, viewed, printed. and status of workflow assignments.

 

 

Integrated Notifications

Identify when a document has been revised, viewed, printed. and status of workflow assignments.

Integrated Notifications

Identify when a document has been revised, viewed, printed. and status of workflow assignments.

Integrated Notifications

ImageSite and EngineBox notify users and outside third-parties with either emails or internal notifications, or both. Identify when document revisions are done, when documents have been viewed or printed or when workflow assignments need to be completed or are completed. Integrate with the Transmittal module to be alerted about acknowledgements or vendor submittals.

Integrated Notifications

ImageSite and EngineBox notify users and outside third-parties with either emails or internal notifications, or both. Identify when document revisions are done, when documents have been viewed or printed or when workflow assignments need to be completed or are completed. Integrate with the Transmittal module to be alerted about acknowledgements or vendor submittals.

How To Streamline Workflow Management By Integrating Notifications

How To Streamline Workflow Management By Integrating Notifications

2:19 min

Integrated notifications within an engineering workflow can offer numerous benefits and help organizations streamline collaboration among teams. With an engineering workflow and document management system (EDMS), all notifications are centralized and automated within disciplined workflows. It provides team members with important updates and messages in real-time, improving communication, increasing productivity, and ensuring maximum workflow efficiency.

Watch

How To Streamline Workflow Management By Integrating Notifications

2:19 min

Integrated notifications within an engineering workflow can offer numerous benefits and help organizations streamline collaboration among teams. With an engineering workflow and document management system (EDMS), all notifications are centralized and automated within disciplined workflows. It provides team members with important updates and messages in real-time, improving communication, increasing productivity, and ensuring maximum workflow efficiency.

Watch

Notification Templates

ImageSite provides a list of custom variables that can be used for creating notification templates. These variables can apply to markup events, workflow notifications, lifecycle notifications, login activity, and more. Notification templates allow you to create a message that is clearly and easily interpreted by the recipient. Organizations can add logos, colors, and other branding to their messages using simple HTML templates.

 

Event Monitors

In ImageSite and EngineBox, Event Monitors are processes that watch for certain activities and send notifications to users when actions occur. Event monitors are great ways to keep track of projects, monitor user actions, and detect irregular or suspicious activity occurring within the system. Both administrators and standard ImageSite users can create event monitors and decide who receives notifications.

 

Email Notifications (External)

Depending on the system's configuration, Event Monitors and other system activities can be used to trigger an email directly to other users’ email inbox. Email notification is a powerful option for companies working with external collaborators that they do not want to have direct access to their system. Additionally, it enables those who are not currently logged into ImageSite to view notifications via their smartphone, tablet, or laptop (assuming they have some connection to the Internet). Notifications can be configured to be sent immediately, based on a schedule, or in a consolidated digest form, preventing users from being bombarded with emails throughout the day.

 

Dashboard Notifications (Internal)

ImageSite and EngineBox give users the option to include a “My Notifications” widget in their dashboard. The Dashboard screen displays messages for configurable actions such as events (through Event Monitors), workflows, and lifecycles. When using the My Notifications widget, messages can still be sent via email, if needed.

 

Module Notifications

Notifications can be employed in RFIs/Submittals, Workflows, Transmittals, and more. Notifications help workers track progress, let users know of approved tasks/documents, monitor other users and deadlines, and maintain complete visibility over what is happening within the system. For example, the ‘Workflow Issues Waiting Approval’ notifications mean the user is now an active participant of the workflow and the current step requires approval before a document or task can advance in the workflow.

 

 

Benefits

Notification Templates

ImageSite provides a list of custom variables that can be used for creating notification templates. These variables can apply to markup events, workflow notifications, lifecycle notifications, login activity, and more. Notification templates allow you to create a message that is clearly and easily interpreted by the recipient. Organizations can add logos, colors, and other branding to their messages using simple HTML templates.

Event Monitors

In ImageSite and EngineBox, Event Monitors are processes that watch for certain activities and send notifications to users when actions occur. Event monitors are great ways to keep track of projects, monitor user actions, and detect irregular or suspicious activity occurring within the system. Both administrators and standard ImageSite users can create event monitors and decide who receives notifications.

Email Notifications (External)

Depending on the system's configuration, Event Monitors and other system activities can be used to trigger an email directly to other users’ email inbox. Email notification is a powerful option for companies working with external collaborators that they do not want to have direct access to their system. Additionally, it enables those who are not currently logged into ImageSite to view notifications via their smartphone, tablet, or laptop (assuming they have some connection to the Internet). Notifications can be configured to be sent immediately, based on a schedule, or in a consolidated digest form, preventing users from being bombarded with emails throughout the day.

Dashboard Notifications (Internal)

ImageSite and EngineBox give users the option to include a “My Notifications” widget in their dashboard. The Dashboard screen displays messages for configurable actions such as events (through Event Monitors), workflows, and lifecycles. When using the My Notifications widget, messages can still be sent via email, if needed.

Module Notifications

Notifications can be employed in RFIs/Submittals, Workflows, Transmittals, and more. Notifications help workers track progress, let users know of approved tasks/documents, monitor other users and deadlines, and maintain complete visibility over what is happening within the system. For example, the ‘Workflow Issues Waiting Approval’ notifications mean the user is now an active participant of the workflow and the current step requires approval before a document or task can advance in the workflow.

 

 

Benefits

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Receive email notifications of changes to documents or folders important to you
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Use notifications to manage the progress of workflows and alert users when assignments are overdue
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Alerts notify users about new workflow tasks or changes made to current tasks
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Track document use of downloaded files outside the corporate network
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Set parameters to be alerted when secure documents are opened, emailed, or printed by unauthorized users, anywhere in the world.

The eQuorum Customer Promise

 

In 2005, eQuorum developed the first all browser-based EDMS. The system, although for on-premise use, was still created to remove client software and JAVA from user computers and allow users to have a single viewer based on the simple navigation functionality of browsers. Today, eQuorum provides that same application in a private Cloud or a SaaS Cloud option.  We can do this because we are, and have always been, browser-based, understanding the enhanced speed, security, and usability of this technology.

With the abundance of document management systems on the market today, there’s no doubt that choosing the right Cloud document management software can be a difficult decision. eQuorum is here to provide a comprehensive, powerful, and most importantly – affordable Cloud document management solution. We believe in providing real value to our customers by eliminating unnecessary costs, providing industry-leading functionality, and equipping your team with the right tools using cutting edge technology to bring your products to market faster.

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eQuorum®

We specialize in engineering workflow and document management. Our comprehensive, yet easy-to-use software provides the solution to manage data from design to manufacturing and production, to sales, support and administration.

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