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Notifications

The bell shows what changes in your workspaces: new cases, files, notes, documents and people. The same updates can reach you by email, and each person chooses which ones they get.

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Updates show on the bell, and by email if you want them. Only a Gmail draft carries words you wrote.

Fig. 01Every change on a case reaches the bell of everyone in its workspace. The email copy follows your settings.

The bell

Click the bell at the top. Updates group by case; click one to open the case at that moment. Mark all read clears the list. A case with unseen updates shows a dot in the case list.

Fig. 02Updates go to the owner and every teammate of the workspace where it happened.

Your own actions show in the bell, never by email.

Email copies

On until you change them. Settings, Notifications: turn off Email notifications, or some kinds:

  • People and access: added to or removed from a case.
  • Case activity: cases created, changed, moved or deleted, files, notes.
  • Documents and requests: documents generated, files an automation brings in, forms a client submits.
The Notifications section of Settings. Email notifications is on. Under What to include, People and access, Case activity, and Documents and requests are on. Under Workspaces, Invoices is on. Email me product updates is off.
Fig. 03Choose which updates also reach you by email.

Under Workspaces, turn one off. At most one email of each kind every five minutes, each linking to the case.

Emails that always arrive

Account emails, outside these settings. To write to a client yourself, compose a Gmail draft (Email templates & drafts).

Fig. 04These arrive whatever the switches above say.
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