Knowledge Base

Document Follow

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  • February 6, 2024

Document Follow

Document Follow is a feature that allows users to track changes in documents via email notifications.

1. How to Activate Document Follow

  1. Go to: Settings > My Settings.
  2. In the Document Follow section, tick the ‘Send Notifications for documents followed by me’ checkbox.
  3. Set the frequency at which you want to receive emails.
  4. Now, you can receive emails for the documents you follow.

1.1 How to Follow documents

  1. Go to any document, you’ll see an option to follow the document.
  2. Click on ‘Follow’.
  3. After following, you can also unfollow a document.
  4. Note that you can only follow documents for which track changes are on.
  5. To enable track changes, go to Menu > Customize > tick the Track Changes checkbox.

1.2 Automatic Follow

Instances in which the document will be automatically followed upon activating Document Follow:

  • Upon creation of a new document.
  • When modifications are made to a document.
  • Upon liking a document using the heart icon.
  • When another user shares a document with you or assigns you to a document, you’ll be following the document.
  1. Linking Emails to Document
  2. Notifications