TrustFrame can now notify Administrators by email when a Submitter requests manual review on a document. Each Administrator chooses this for themselves, so you no longer need to check the Documents page manually to know a review is waiting.
Turning On Admin Notifications
Admin Notifications are off by default for every Administrator and can only be turned on by an Administrator. This is a per person setting. Each Administrator decides for themselves, or an Administrator can turn it on for another Administrator.
Navigate to the Users page.
Find the user you want to enable the setting for, or your own profile.
Click the eye icon to open the Edit User drawer.
Find the Receive submission notifications switch.
Toggle it on.
Note: this control only appears for users with the Administrator role.
What Happens After You Turn It On
Once Receive submission notifications is turned on for an Administrator, that Administrator will get an email any time a Submitter requests manual review on a document. The email includes the name of the Submitter, the document title, when the review was requested, and a Review in TrustFrame button that takes the Administrator directly to the document.
These emails are sent from [email protected]. If you do not see a notification you were expecting, check your spam or junk folder, and consider adding this address to your safe senders list.
Things to Know
Admin Notifications fire only when a Submitter explicitly requests manual review. They do not fire on document upload alone, and they do not fire for documents that are auto-approved.
If a Submitter cancels a manual review request and requests it again, a new notification is sent for each request.
This is a per person setting. Each Administrator can be turned on or off independently, so opting out does not affect anyone else.
Admin Notifications are off by default. An Administrator must turn the switch on before that person will start receiving them.
For information about the notifications Submitter users receive about their own documents, such as Approved, Non Compliant, and Changes Requested emails, see the TrustFrame Email Notifications article.