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Setting your notifications will help if you need to keep track of what you can do to your assigned contracts and when. You can choose what to be notified about and when to get the notifications. You do not have to submit a document to receive notifications.
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Select your notification options. You can select as many or as few as you want. If there are no changes, you won't get notified.
How do I turn these on or off?
Accounts created before August 25, 2021, have the default setting for notifications set to On. Click the On toggle option for each notification type to turn it to Off.
To turn on notifications, select the Off toggle option to turn it to On.
Change notifications
Select which steps of the workflow to get notified on:
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Progressed Document |
You will receive an email when a document has progressed to the next step in its workflow. |
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Completed Document |
You will receive an email immediately when the final transition of a document has been executed. |
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Rejected Document |
You will receive an email immediately when a document has been rejected. |
Select which documents you want to get notified about:
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All documents I have access to |
Receive notification when any document to which you have access progresses to another step in the workflow. |
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Documents I have worked on |
Receive notification when any document you worked on progresses to another step in the workflow. |
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Documents ready for me to work on |
Receive notification when you are the user assigned to the next step in the document workflow |
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Only documents I submitted |
Receive notification when any document you submitted progresses to another step in the workflow. |
Use the Any Types or Any Drawers fields to limit your notifications to documents only of the selected types or in the selected drawers. You can select as many or as few types or drawers as you want. Use the check box to limit the notifications to your favorite contracts.
Reports
You can get notified on reports for document submissions and due dates.
The Document Submission Report is run nightly and contains a list of document submissions over the past 24 hours. You can determine whether you want to see the report for all your contracts or solely for your favorites.
The Due Dates Report sends you an email of documents that are either past due or due within a specified timeframe.
If there are no changes to the documents, you will not receive any notifications.