The Notification Center is your OWN PERSONAL Notification Center. No other Admin User shares that particular Notification Center.
IMPORTANT NOTE
IMPORTANT NOTE
All the following notifications will be deleted after 60 days:
SMS Text Messages
Documents
All the following notifications will be deleted after 120 days:
Activities
Invoices
To start, click on the bell icon in the upper-right corner:
If this is your first time setting up notifications, click "Check Notification Settings." If not, click the settings button on the right of "Notifications."
A new window will open where you can do the following:
Email Digest - The time span to be notified (every 30 minutes, 2 hours, or 6 hours)
Settings - Choose which notifications you want to be sent to you from the following:
Activity - Choose from the list of default and/or custom Activities
Documents - Choose completed and/or incomplete Documents
Invoicing - For all invoices made, you will be sent a notification
SMS (Text) - For all texts sent and received, you will be sent a notification
Email - You can also have an email sent to you to notify you of incomplete Required Documents or E-signature Document
Click Save, and you're done! Now you can click on the Notifications you want to view.
