工作區擁有者和組織工作區管理員可以管理電子郵件通知設定。若要存取通知設定,請前往工作區設定,然後導覽至設定索引標籤。
通知
Email notifications are enabled by default and can’t be turned off at the workspace level. However, you can choose specific settings for your email notifications under the Notifications section.
Display comment
您可以選擇是否要]在電子郵件通知中顯示註解。If you select this option, the comment will be shown in the email notification along with the name of the person who left the comment. If you don’t select this option, you will have to open the file to view the comment.
如果啟用電子郵件捆綁,電子郵件通知將顯示多條註解。
Display sender name
您可以選擇是否要]在電子郵件通知中顯示寄件者姓名。如果選取此選項,在Workiva中執行活動的人員姓名將在電子郵件通知中顯示為寄件者。如果未選取此選項,將從「Workiva通知」傳送電子郵件。
Email bundling
捆綁銷售是一種將通知合併到一封電子郵件中的方法,而不是在Workiva中每次有活動時都收到一封電子郵件。
注意:電子郵件通知只能針對在Workiva中的註解和工作活動綁定。
If you choose to enable bundling, you’ll need to set the minimum and maximum delay for the notifications.
- 最短延遲時間:設定係統在傳送捆綁通知之前應等待的最短時間。That is, if this amount of time passes without any new notification activity, the notifications bundle will be sent. 此值不可大於1440分鐘。
- 最大延遲時間:設定係統在傳送捆綁通知之前延遲的最長時間。That means this is the longest amount of time allowed between when an activity occurs and when the user is notified. 此值不可大於1440分鐘。
Let’s say the minimum is set to five minutes. 如果在第2分鐘和第6分鐘在註釋中提及使用者,且沒有其他活動發生,他們會在第11分鐘收到有關兩條註釋的通知。
假設將最大值設定為20分鐘。If a user is mentioned in a comment every two to three minutes, they’ll be notified of all comments 20 minutes after the first comment activity occurred.
Forward notifications
You can automatically forward email notifications from one user to another. With forward notifications, notifications that are sent to the original recipients will also be sent to other users of your choosing.
To add forward notifications:
- Go to Forward notifications under the Configuration tab.
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Click Add forward notification.
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Select the original recipient of the notifications, and click
Next.
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Select one or more users to forward the notifications to, and click
Finish.
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You can review your forward notifications in the table, and click on the menu next to a configuration to Edit or Remove it.
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Forward notifications
You can automatically forward email notifications from one user to another. With forward notifications, notifications that are sent to the original recipients will also be sent to other users of your choosing.
Note: For security reasons, links that navigate to the Workiva platform will not be included in the forwarded email.
To add forward notifications:
- Go to Forward Notifications under the Configuration tab.
- Click Add forward notification.
- Select the original recipient of the notifications, and click Next.
- Select one or more users to forward the notifications to, and click Finish.
You can review your forward notifications in the table, and click on the menu next to a configuration to Edit or Remove it.
Note: Forward notifications can be configured for up to 50 original recipients. Each original recipient can have up to 10 users to forward their notifications to.
Slack通知設定
Workiva的Slack通知目前是測試版功能,需要手動安裝和配置。
您可以為工作區啟用Slack通知,並開始接收針對Workiva內容的Slack通知,例如定向註解、任務、提醒、要求等。個別使用者可以根據需要前往Workiva使用者設定檔,選擇不再接收這些通知。有關詳細資料和設定說明,請參閱將Workiva通知新增至Slack。
有關組織層級通知的其他資訊,請參閱管理組織通知設定。