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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. | 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. | 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| 6 | DRL Closed | All stakeholders except closer | Indicates that the DRL is no longer active, helping users clean up or disregard outdated items. | 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. | 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. | 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. | Once | DRL | |
| 12 | New To-Do Added | Assignee | Notifies the user of newly assigned tasks so they can begin work and manage workload. | 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. | 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 | Once, one-hour time-frame digest | DRL |
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