Activating Document Follow Feature for Streamlined Updates

Guides & Tutorials
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Introduction

Welcome to this user-friendly guide to the Document Follow feature in Empress, the business-friendly software solution. This handy tool allows you to receive email notifications about changes to documents. It’s like having a personal assistant keeping you updated on all document updates, freeing you up to focus on other business tasks.

What is the Document Follow Feature?

Document Follow is your go-to feature when you want to track changes to documents in Empress. Once activated, this feature keeps you informed about changes to documents via email notifications. From a business perspective, this feature is invaluable for keeping track of updates to important documents without having to manually check them.

Activating the Document Follow Feature

Getting started with Document Follow is simple. Here’s how:

  1. Click on Settings, then select My Settings.
  2. In the Document Follow section, tick the checkbox labeled ‘Send Notifications for documents followed by me.’
  3. Choose your desired frequency for receiving email notifications.
  4. That’s it! You’re now set up to receive email notifications for any documents you decide to follow.

How to Follow Documents

Once you’ve activated Document Follow, you can select individual documents to follow:

  1. Open a document. You’ll see an option to follow it.
  2. Click on ‘Follow.’

Remember, you can choose to stop following a document at any time. To follow a document, it must have the ‘track changes’ option enabled. If it’s not, you can activate it by going to Menu > Customize and ticking the ‘Track Changes’ checkbox.

Automatic Follow Feature

In certain situations, the Document Follow feature will automatically follow documents for you:

  • When you create a new document.
  • When you modify an existing document.
  • When you ‘like’ a document by clicking the heart icon.
  • When another user shares a document with you or assigns you to a document.

When any of these actions happen, you’ll automatically start following the document and receive updates.

Conclusion

The Document Follow feature in Empress streamlines your document management process by ensuring you’re always informed about changes to your documents. It’s an effective way to stay on top of document changes without having to check them manually. For more help with Empress features, visit our help center or get in touch with our support team.