Notification channels
  • 05 May 2020
  • 2 Minutes To Read
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Notification channels

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Document360 can send notifications via email, Slack, and other platforms when a change or update is made to your project. The various places you can recieve a notification are what we call notification channels. Notification channels must be set up and authenticated before receiving project update or change alerts.

Premium feature

Notifications are a premium feature available in Business, Enterprise, and Enterprise+ plans.


Adding a Notification Channel

There are currently four channels that can recieve notifications:
Notification  Channels


Slack

Slack is an instant messaging app for teams that comes with the ability to create company-wide channels or message co-workers privately. Once set up, Document360 can send notifications to any Slack channel.

To send notifications to Slack:

  1. Follow Slack’s documentation for locating the Webhook URL in your Slack application.
  2. Copy the Webhook URL.
  3. In Document360, click Settings.
  4. Click Notifications, and then Add a New Channel.
  5. Select Slack.
  6. Enter a channel name and paste the Slack Webhook URL in the Webhook URL field.
  7. Click Save.

Webhook

A webhook is a simple way to send data, in this case, notifications, to a user-defined endpoint. Using webhooks, Document360 allows you to set up a custom connection to your services/applications. Note that configuring webhooks are a more advanced option that requires knowledge of HTTP.

To send notifications using a webhook:

  1. Click Notifications, and then Add a New Channel.
  2. Select Webhook.
  3. Enter the following:
    1. Friendly Name: Enter a practical name for the Webhook.
    2. Request Method: Select POST or PUT.
    3. Webhook URL: The application link Document360 will push data to.
    4. Request Content: Choose between XML and JSON for the request message format.
    5. Default Headers: Add additional headers to include in the request.
    6. Authorization Key: Add any authorization keys needed to pass to the receiving application in an authorization header.
  4. Click Save.

Microsoft Teams

Microsoft Teams is an instant messaging app that allows users with Office 365 accounts to easily collaborate. Once set up, Document360 can send notifications to any Microsoft Teams channel.

To send notifications to Microsoft Teams:

  1. Follow Microsoft’s documentation for configuring a Webhook URL in your Microsoft Team’s app.
  2. In Document360, click Settings.
  3. Click Notifications, and then Add a New Channel.
  4. Select Microsoft Teams.
  5. Enter a channel name and paste the Microsoft Webhook URL in the Webhook URL field.
  6. Click Save.

SMTP

Document360 can send email notifications to any email address included in an SMTP channel.

  1. Click Notifications, and then Add a New Channel.

  2. Select SMTP.

  3. Enter the following:

    1. Friendly Name: Enter a practical name for the Webhook.
    2. Email To: Email addresses that will recieve notifications
    3. CC: If multiple email addresses, specify which emails will recieve notifications as CC recipients.
    4. BCC: If multiple email addresses, specify which emails will recieve notifications as BCC recipients.
    Multiple Email Addresses
    If including multiple email addresses in any of the recipient fields, each email must be separated by a semi-colon, no space. For example: anemail@email.com;anotheremail@email.com
  4. Click Save.

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