Email notifications are messages sent to your email address to inform you about your tasks, reminders, documents, meetings and agenda proposals. Managing the notifications helps control the frequency and content of these messages.
How to set up my email notifications
Navigate to your account settings by clicking on your account icon and click “Notification settings” on the top right-hand side of the platform.
Here, you will access your notifications settings.
My work
My reminders
“My reminders” is checked by default, you can uncheck it at any given time.
Click “My reminders” to set up where you wish to receive your reminders:
- by email
- within the platform
My tasks
Check the “My tasks” box if you wish to be notified about your tasks. Click on “My Tasks” to select if you wish to be notified when:
- A task is assigned to you
- A task assigned to you is updated
- (Admin only) A task you added is updated
Then check the corresponding boxes to select if you wish to be notified:
- Via email
- Within the platform
Application content
Documents
Check the “Documents” section if you wish to be notified:
- When a document is added
- When a document is signed
Check the boxes that apply to you.
Check the boxes to choose where you wish to be notified:
- Via email
- Within the platform
Meetings
Check the “Meetings” section, then check the boxes if you wish to be notified:
- When a meeting is created
- When a meeting is updated
- (Admin only) When someone chooses a presence for a meeting is created
- (Admin only) When a meeting minute is updated
Check the boxes to choose where you wish to be notified:
- Via email
- Within the platform
Agenda proposals
Check the “Agenda proposals” section if you wish to be notified:
- When a proposal is added
- When a proposal is updated
Check the boxes to choose where you wish to be notified:
- Via email
- Within the platform
Then click “Save” at the end of the page.
Good to know ?: Remember, you can access your notifications by clicking on the Bell icon next to your profile icon at the top-right of your screen. A sidebar window will appear with all your notifications.
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