Wondering if there's a way to have a custom notification email based on the category a document belongs to.

For example, am setting up DMX for an accounting firm and they want to share docs with their clients and want their clients to be notified when a document is added/deleted/etc. This works great.

However, in some cases, they need to add additional information to the notification email when the client needs to review, sign, and return the document. In this case, the generic notification email doesn't work.

Was thinking that if a document is part of a category (i.e. NeedSignature) then a different email can be sent out instead of the default one.

Is this possible? Or is there another way to accomplish this?

Thanks in advance!

Michael

This functionality doesn't exist. I also wouldn't approach it that way as categories are kept separate from the permission system throughout the module. Need Signature implies a workflow challenge more than anything. Rather I'd approach this with a custom attribute. Then you'd need to build an external process that checks for documents with this attribute set to value X and compile messages accordingly. This way you'd keep everything separate from DMX (always a good idea). The only downside is that the customer would receive the old emails regardless. So if the customer still receives the subscription email he/she'd receieve 2 emails. A generic subscription email and a specific email about signing.

But there's a silver lining there: you could use the custom attribute to also make a special screen where the logged in customer sees all documents waiting for a signature for instance.

All of the above will require coding. If you want I can put you in touch with specialists who could do that for you.

Peter