What events trigger alerts?
Get notified everytime your document is viewed, requested for access and be aware of all activity
Plox Tip
Use document view alerts as a trigger for follow-ups. If a lead views your pitch after a few days of silence, it's the perfect time to reconnect.
Document Viewed#
You receive an alert when someone opens a document you’ve shared (if tracking is enabled).
- Triggered by: First-time document view
- Available on: all plans
- Best for: Following up after pitching, sending proposals, or sharing updates
OTP Verification Completed#
When a viewer successfully verifies their identity using the OTP (one-time password) sent to their email.
- Triggered by: Successful OTP entry before document access
- Available on: Team plan and above
- Best for: Confirming verified access to sensitive documents
Data Room Accessed#
You receive an alert when someone opens a data room you've shared.
- Triggered by: First-time data room view
- Available on: Team plan and above
- Best for: Monitoring investor deck access or partner document engagement
Real-Time Visitor Alert#
Get notified the moment someone is actively viewing your document or data room in real time.
- Triggered by: Live session start
- Planned for: a future release
How Alerts Work#
- Alerts are sent to your registered email (Slack integration coming soon)
- Only the document owner or data room creator receives the alert
- Alerts are instant and show key details like viewer identity (if available), time of access, and document name
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