Step 14: Messaging and Announcements

This video serves as a training module for administrators on how to use CapLinked's built-in communication tools to send updates and notifications to users directly within the platform, eliminating the need to switch to an external email client.

Key Features and Processes:

• Document Upload Notifications (0:00 - 1:24): Whenever a new document is uploaded to the Virtual Data Room, administrators can notify specific groups or all members with access to that folder. The notification includes a direct link to the document, and administrators have the option to send these notifications as emails.
• Sending General Updates (1:25 - 2:26): Administrators can send standalone announcements at any time through the Updates tab. This feature is useful for general project communication, such as notifying users of remaining review time (e.g., reminding them of a 10-day deadline remaining in a 90-day review process).
• Important Prerequisites: For notifications to be sent, the folder or project must be in Published mode. These messaging options are not available when files are in Draft mode (1:33 - 1:44).