This article covers the options available for Alerts (Markup) and the customisation methods that are supported. Click on the items below to be taken to the relevant section.

• What alerts are available?
  
  • Session Based Digest Alerts
• Where can I customise the alerts?
• Markup Alerts in Admin 
• Markup Alerts in My Account
  • Default options
  • Triggers
• Markup Comments - Alert options
  • When will users receive alerts?
  • Triggers
  • Markup Comments Default Settings
• @mention Alert

What alerts are available?

Alerts (Markup) have two options:

1. Instant Alerts
   

   "Instant Alerts" are Email Alerts that are immediately sent out once an action has been performed, for example adding a comment. These are currently only supported in the Markup Comments space.
   
   

2. Digest Frequency
   "Digest Frequency" are Email Alerts that group a series of triggers together and send out the notification based on the frequency selected. Users can select a range of frequencies and triggers. 

   Digest Email Alerts can be set to be sent out for the following frequencies and triggers. 

   1. Never - All 
   2. Hourly - @mentions, New Comments, New Replies
   3. Daily - @mentions, New Comments, New Replies
   4. Weekly - @mentions
   5. Session - All (see more below)

To note 

• Digests alerts are only sent when relevant activity has been added, ie a Daily Digest of @mentions will only be sent to a user if they have been mentioned in that 24 hour period. 
• IF multiple triggers are selected for the same frequency, these will appear in the same email. For e.g. if you enable a Daily Digest of @mentions and New Replies, these will be combined in the 1 email for all request activity
• Thumbnails will appear for Images, Video and some other file types, not Documents. These utilise CDN links. 

Session Based Digest Alerts

Session Based Digest Alerts group the feedback added to a single request within the one email notification. When a Markup Comment page is opened and a trigger created, ie a new comment is added, the Markup Session begins. From then on, all activity will be grouped together and sent out to participants once the Session has ended. 

Ending a Markup Session

A Markup Session is automatically ended when the user closes the tab or window, navigate to another page or module or refreshes the page. Once this occurs, the Digest email for that Markup Session will be sent to applicable participants. 

Note that a session is also ended if there has been no activity on that page for 1 hour. 

Manually end a Markup Session

If the "Manual Markup Comment Session" setting in Admin > Settings is enabled, users will also be able to end the session manually. 

Once a session has started in the Markup Comments page, users will see an end session button (highlighted below). They can click this at any time to end their Markup Session, triggering the Digest email to be sent.

Note that if the user navigates away from the page or there is no activity for 1 hour, the session will still be automatically ended & emails sent out. 

Where can I customise the alerts?

• Admin module, in a new tab called "Alerts (Markup)" - Administration users only
• "My Account" - All users

Customisation options for "Alerts" relate to the events that prompt an alert to be set. For instance, users can customise whether they want to receive an alert for every New Reply added or just for every Reply that's responding to them. 

Alerts in Admin 

Alerts can be customised in the Admin module, in a new tab called "Alerts (Markup)". The options set here will be the default options for all users until they customise them in My Account.

If the options here are updated, they will automatically be applied to any new user and to any existing users who have not updated their own alert settings via My Account. If users have updated their settings via My Account, any changes in Admin will not apply. 

To access the Instant Alert options, open the Admin module and click the "Alerts (Instant)" tab. You can see an example of this below. 

Alerts - My Account

By default, all users will have the default Alert settings enabled that are set in the Admin area. If they wish though, a user can customise these Alerts, ensuring they're only informed about the updates they wish to see. Any changes made on this page will only apply to the logged in user. 

To access Alerts in My Account, the user should navigate to their My Account area (noting that it may not be called My Account) and scroll down to the Alerts (Markup) button. Click the button to open the Instant Alerts page.

Once any changes have been made, click Save on the Alerts page to apply them. 

You can see an example of this below:

Default options in My Account

The user will be able to select from 3 types of Alerts in "My Account":

• Admin Default - this will follow whatever is set in the "Admin area" and is the default selection.
• Custom - the user can customise the Alert (Markup) options in the Triggers section. By default, they will see what is set in the "Admin Area". 
• Off - the user will not receive any Markup Alerts.

Users will have the same trigger and frequency options available as in the Admin section above. 

When will users receive alerts?

It's important to note that though the Default Alert settings will apply to all users, alerts will not be sent unless the user is involved in the request. Users will only receive Alerts in the following scenarios:

• When the user is directly involved in the Request, ie they are a Reviewer, Requestor or have been mentioned in General Markup Comments. 
• If it's a Staged Workflow, only Reviewers involved in the Current Stage will receive alerts.

Note that Users will never receive alerts on their own items or if they have alerts disabled. For instance if New Comment is selected, the user will not receive an alert when they add a New Comment; only if another user does so. The exception to this is @mention alerts. 

Triggers

Below is the list of current Triggers (events) and a brief explanation of what email Alerts they will send when enabled:

• @Mentions: Alert for any @mention added 
• New Comments: Alert for any new Comment (Standalone or Comment with Annotation) added.
• New Replies: Alert for any Reply added.
  • Only Replies to My Comments / Replies: This is only available if New Reply is selected. Alert for any Reply made to a User's Comments only. Ie, user does not receive alerts for replies to another Participant’s Comment. 
• Updated Comment Status (Resolved / Unresolved): Alert for when any Comment is Resolved / Unresolved. 
  • Only My Comments: This is only available if Updated Comment Status is selected. Alert for when the User's Comments are Resolved / Unresolved by other Users.
• Edited Comments: Alert for when any Comment is edited (excluding their own). Note that only the Creator of a Comment is able to edit it. 
• Deleted Comments: Alert for when any Comment is Deleted (excluding their own). Note that only the Creator of a Comment is able to edit it. 
• New Revisions: Alert for when a New Revision has been added to the Request. 

Markup Comments Default Settings

By default, the following options will be selected in the Admin and thus also the My Account area. 

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Other Markup Comment articles available include: Markup Comments Overview, Markup Comments Support, Access & Restrictions, Markup Comments & Annotations, Video Markup Comments & Annotations, Add New Versions / Revisions in Markup Comments, Instant Alerts (Markup Comments). 

To read more about Approvals click here. 

Please note that the 'Approvals', 'Admin' and 'My Account' terminology referenced above may appear differently in your platform as these are customisable terms. You can view related terminology here. 

If you have any further questions about Markup Comments, please contact your Customer Success Manager.