Staying up to date and aware of the documents flowing into your vault is possible! Our notifications alert you of specific actions that take place in the vault and you can modify the notifications to fit your needs by going to your Account Settings > Preferences.

Types of Notifications:

• Bell Notification
• Email Notification

Steps to enable Notifications:

• Step 1: Go to the account name in the top-right corner and click on Account Settings
• Step 2: Click on the Preferences Tab to set Notifications and Update

Notification Example

Types of Notifications:

There are two types of notifications that you can set:

Bell Notification:

These notifications appear within the vault in the top right corner under the bell icon and there are three options:

1. Receive notifications when documents are uploaded to All Documents: 

The vault holder will get a bell notification when a user uploads a document in one of the folders under the All Documents tab.

2. Receive a notification when documents are uploaded to Unfiled: 

The vault holder will get a bell notification when a user or a collaborator uploads a document in the Unfiled Tab.

3. Receive notifications when documents are deleted: 

When a document is deleted from within the vault, the vault holder will get notified.

Email Notification:

When the email notifications are enabled, an email is triggered to the Vaultholder's inbox when three different types of action are done. 

1. Receive email notifications for Inbound email: 

The vault holder will get an email notification when a user or a collaborator sends a document as an attachment via the Inbound Email.

2. Receive email when documents are uploaded to All Documents: 

The vault holder will get an email notification when a user uploads a document in one of the folders under the All Documents tab.

3. Receive email when documents are uploaded to Unfiled: 

The vault holder will get an email notification when a user or a collaborator uploads a document in the Unfiled Tab.

3. Receive email when documents are uploaded to Sponsor Folder: 

The advisor will get an email notification when a client or vault holder uploads/shares a document in the Sponsor/Company Folders.

Steps to enable Notifications:

Enabling Notifications is a Two-Step Process.

Step 1: Go to the account name in the top-right corner and click on Account Settings

Step 2: Click on the Preferences Tab to set Notifications and Update

Notification Example: