Notification Settings

Configure how clients receive notifications about their documents.

Email Notifications

Emails sent automatically to clients when events occur.

New document shared

When a document is uploaded for a client

Document approved

Confirmation when client approves a document

Document signed

Confirmation when client signs a document

New message

When you send a message to a client

Checklist reminder

Remind clients of incomplete checklist items

Deadline reminder

Remind clients of upcoming deadlines

SMS Notifications

Coming Soon

Text message alerts for urgent notifications.

New document shared

SMS when a document needs attention

Urgent documents only

Only send SMS for time-sensitive items

Deadline reminder

SMS reminder before important deadlines

SMS notifications will be available soon. We will notify you when this feature is ready.

Reminder Timing

Configure when reminder notifications are sent.