To send Space (data room) notifications:
- Click the vertical ellipsis icon next to Preview.
- Click Send update email under Manage.
- Add an optional message (up to 500 characters).
- When you’re satisfied with your message and list of recipients, click Send.
- Note: If you’re on the Advanced Data Rooms plan, you’ll be able to view when email notifications were sent out in the audit log. The audit log won’t track who receives or opens the email.
Set up automated Space (data room) notifications
Customers on DocSend Advanced and Advanced Data Rooms can set up automated space notifications to send to visitors whenever new content is added to the Space.
To set up automated notifications:
- Click Spaces in the left sidebar.
- Select the Space you want to automate notifications for.
- Click the vertical ellipsis next to Preview.
- Click Set up notifications under Manage.
- Toggle Automatic notifications from Off to On.
- Customize your Preferences. You can set up notifications for:
- New content and versions: Updates visitors about new content or document versions in the Space.
- New content only: Only updates visitors when new content is added to the Space.
- New versions only: Only updates visitors when there are new versions of a document.
- Toggle New visitor preferences to Opt in if you want new visitors to be automatically opted in to notifications for that Space.
- Select your recipients.
- Click Save.
Now that your automated notifications are set up, your visitors will receive email updates whenever new content is added or version changes are made. Only people with access to the content that’s being changed will be notified. New or updated content will have a badge next to it that says New.
You can view which links visitors are using to access the Space under Recipients.