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. Modify the notifications to fit your needs by checking out your Account Settings > Preferences. Never miss an important document again!
NOTE: Notification preferences will differ for each type of user. To learn what these titles mean, check out this article here.Vaultholders - Notification Preferences
When a vaultholder logs into their vault for the first time the notification preferences will have a default setting allowing you to receive emails and in-vault notifications as soon as you activate your account. To change these default notifications, follow the below steps.
Step 1: Once logged into the vault, select your name in the top right corner.
Step 2: Select "Account Settings"
Step 3: Select "Preferences"
Step 4: Modify the Notifications that you receive
Step 5: Select "Update Preferences"
Administrative Users - Notifications
Administrators and Representatives have the option to receive an email whenever a document is uploaded into a vault they have access to. This notification preference is unique to each user. To change the notifications follow the steps below.
Step 1: Once logged in, select your name in the top right corner
Step 2: Select "Account Settings"
Step 3: Select "Preferences"
Step 4: Check the box and select "Update Preferences"
