Sharing & Alerts
The Sharing & Alerts panel lets you manage notification emails and project sharing at any time after a project has been created. It mirrors the Share & Notify tab available during project setup, so any setting configured there can be reviewed and updated here.
Opening the panel
Select a project in the Projects Workflow panel, then click Sharing & Alerts in the Form section of the right-side action menu.
Internal email notifications
When enabled, Doc Regia sends a notification email to one or more fixed addresses every time a new form response is received. Enter the addresses in the Notification email field, separated by commas. The notification includes the generated document, if available.
Email to sender
When enabled, a confirmation email is sent to the person who submitted the form. The email includes a read-only link to the generated document. You can customise the email text using the following placeholders:
PROJECT NAME— the name of the project.DOC URL— the link to the generated document.DOC NAME— the file name of the generated document.SENDER EMAIL— the respondent’s email address.
⚠️ Important: If the form is set to anonymous (no email collection), the email-to-sender feature will not be active. To use it, enable Collect email addresses in Google Forms settings, or include a question in the form that asks for the respondent’s email.
Project sharing
The project sharing section lets you grant Drive access to colleagues. Enter one or more email addresses separated by commas, then choose:
- Permissions — Can view (read-only) or Can edit.
- What to share — Documents folder (only the folder containing generated documents) or Entire project (the full project folder including templates and configuration).
Click Update to save any changes to notifications or sharing settings.
💡 Tip: Need to stop notifications or revoke a colleague’s access? Toggle the relevant section to OFF and click Update — changes take effect immediately. You can turn them back on at any time without losing the previously entered email addresses.