Flag linked items

You can define a filter condition for linked items by user or company. When a linked item meets the condition, a flag is added to the item in the flag column in the Sent items and Drafts registers.

Step by Step — Define alert flags

Alert flags on the Sent items and Drafts registers let you see when a linked item in a package meets specified criteria (for example, when comments are added to a linked form.

The flag is shown in the Flag column of the Sent items and Drafts registers.

  1. From the Sent items or Drafts register, expand the Actions menu, and then select Admin > Define alert flags. The Define filter dialog box opens.

  2. Select the search criteria for the filter, and then complete the fields to show the filter criteria.

  3. Click Save.

If any of the documents or items linked to the documents in the package in the register meet the condition, a flag is added to the register. You can click Clear alert flag on the Flagged links page to clear the alert flag.