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  • Platform - Salesperson

  • Platform - Customer Service Representative (Framework Administrator)

  • Platform - Project Supervisor 

  • Platform - Project Manager (Construction Manager)


Timings of Notifications

Notifications can be configured to be sent in two different ways;

  1. Notify Immediately on change. In this type of notification, a bulletin email is sent as soon as the specified document action is performed. An example email is shown below. It details the document that was changed, its status and also provides a link to view it.

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  2. Notify in scheduled bulletin/summary. In this type of notification, information on the document action will be included in the bulletin email sent at a set time each day.

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