SharePoint Event Alerts is a flexible notification system that sends alerts and reminders in SharePoint online via email. Let’s discuss how to set up a daily summary of changes made to a document.
For doing this, you first need to click on “add alert”, and then select “document list” for your list type. After that, in “change type” you choose “all changes”. Next you give a title to your alert.
Under “recipients” you specify the user (it can be any user or existing users from document library fields, or you can enter the email of the user instead) to whom you want the email to be sent. Then, under “message view” you can type your subject, modify your header and footer, as well as the body of your message. You can also include tags and field values.
Finally, under “options”, you can specify your filter view to “all items”, or choose a modified view, or set up specific conditions. Then you chose when you want the alert to be sent. You have four options: “immediately”, “daily summary”, “weekly summary” and “a date depending on a field value”. After saving your options you can see the alert in “my alerts”.
Tatiana Sushchenko is the product owner at VirtoSoftware. She started her IT career with the famous ABBYY Lingvo back in 2006 in Moscow. Then she moved to Microsoft performing strongly in various marketing management roles across Visio, SharePoint, Office 365 and Project for almost 10 years. Tatiana is a graduate of the Institute of Business Studies and holds a mini-MBA degree. She also graduated from Microsoft marketing excellence university.