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Newport Beach, CA 92660
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          Help Section          

Ticklers
 

Control Panel > Document Library > Edit the Desired File > Ticklers Tab

Ticklers:

Ticklers send an email notification to the desired user(s) when the tickler date hits.  This is helpful in the event where a document needs to be updated or removed on a certain defined date.
Note:
  • Ticklers can only be added to a file and cannot be added to a folder.
  • Ticklers must be added after the file has been uploaded.  They cannot be added upon initial upload.

Adding a Tickler:

  1. Go to Control Panel > Document Library.
  2. Locate and click on Edit for the desired file.
  3. Click on the Ticklers tab.
  4. Click Add on the top right.
  5. Fill in the Title, Description, and Tickler Date.
  6. Under Users, add the desired users who need to receive these email notifications using the right arrow.

    Adding a Tickler

  7. Click on Submit.

Editing a Tickler:

  1. Go to Control Panel > Document Library.
  2. Locate and click on Edit for the desired file.
  3. Click on the Ticklers tab.
  4. Click Edit for the desired tickler.

    Editing a Tickler

  5. Make the desired changes and click on Submit.

Deleting a Tickler:

  1. Go to Control Panel > Document Library.
  2. Locate and click on Edit for the desired file.
  3. Click on the Ticklers tab.
  4. Select the desired ticklers using the checkboxes.
  5. Click Remove on the top right.


Note:
  • The Delete button on the bottom of the screen will delete the entire document from the Document Library.  Do not use this button to delete a tickler and use the Remove link instead.

Last Updated: January 26, 2016