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Document Request List Notifications

In collaborative projects, multiple documents often need to be requested, reviewed, and submitted by different people. Document Request List (DRL) notifications keep project teams informed and organized by alerting users to new document requests, upcoming deadlines, and status changes. This ensures that all DRL updates are on track, avoid missed tasks, and creates seamless collaboration—making document management easier and more reliable for all stakeholders. The details are provided below:

Key capabilities

Sl. No. Notification Recipient(s) Description Channel(s) Frequency Notification Location
1 DRL Activated Assignee Informs the Assignee that a new DRL is assigned so they can understand their so they know what documents are needed and can begin preparing them. Email Once DRL
2 DRL Activated Reviewer Notifies reviewers that a DRL has been created, allowing passive visibility into its progress. In-app DRL
3 DRL Activated (Duplicate) Assignee Same as above — ensures assignee is aware of the new DRL and can begin planning. Email Once DRL
4 Due Date Reminders Assignee Reminds users of upcoming deadlines to help prioritize and complete tasks on time. Email & In-app 10, 5, 3, 1 days before; weekly after due DRL
5 Item Assigned Assignee Informs the user that a specific document request item has been assigned and requires action. Email & In-app Once Item
6 DRL Closed All stakeholders except closer Indicates that the DRL is no longer active, helping users clean up or disregard outdated items. Email Once DRL
7 DRL Lifecycle Change (Delete/Freeze/Restore) All stakeholders except actor Communicate to users that there is a change in DRL status (e.g., deleted, frozen, restored) so users stay informed of availability. Email Once None
8 DRL Restored (Future Due Date) Assignee Reinstates due date reminders for restored DRLs, ensuring users are re-alerted to upcoming deadlines. Email & In-app DRL
9 DRL Reopened All stakeholders except actor Notifies users that a previously closed DRL is active again and may require renewed attention. Email Once DRL
10 DRL Reopened + Due Date Reminders Assignee Combines reopening notice with deadline reminders to help users resume work and meet due dates. Email & In-app DRL
11 DRL Item Rejected / Reopened Assignee Alerts user that a task needs revision or rework, prompting them to upload a corrected file. Email Once DRL
12 New To-Do Added Assignee Notifies the user of newly assigned tasks so they can begin work and manage workload. Email Once To-Do
13 New To-Do + Due Date Reminders Assignee Same as #12, with added reminders to help users stay on track with deadlines. Email & In-app 10, 5, 3, 1 days before; weekly after due To-Do
14 All Items Submitted Reviewer or DRL owner Indicates that all tasks are complete and ready for review, enabling timely feedback or approval. Email Once DRL
15 DRL Item(s) Submitted Reviewer Indicates that a file has been uploaded and is ready for review, enabling timely feedback or approval Email Once, one-hour time-frame digest DRL
Document Request List Notifications