View Notifications

When working within the Lineos DM add-in, Lineos DM keeps you updated for activities that are relevant to you by sending you real-time notifications. You can use the Show Notification command on the Lineos DM ribbon at anytime to open the Notifications panel and view details about each activity.

Lineos DM adds the following activities in the Notifications panel:

• Variable source removed
• Data query source removed
• Data query source unavailable
• Variable refresh locked/unlocked
• New document revision created
• File uploaded to workspace
• File property modified in workspace
• File moved from one workspace to another
• File deleted
• Workflow assignment to user
• Report milestone achieved
• Report signed off

To view notifications in Lineos DM:

1. Open a document or report from the Disclosure Management website.
2. On the ribbon, select the Lineos DM tab and click Show Notification.
3. Type the email address of your account in the Login window if it prompts and click Login.
4. Lineos DM displays the Notifications panel.

   

5. You can search for an activity. Lineos DM supports full text search, search by person, and search by document name.
6. Click the ellipsis in a notification to mark it as read or delete the notification.
7. You can click Mark all as read once you finish reviewing the notifications.