Alerts

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You can set your Alerts function (Notaries only) in the Settings page to be informed via email every time:

New notes are added to your files

New files are transmitted to you

warning_FILL0_wght200_GRAD0_opsz40  The alerts function in the Settings page allows you to set these alerts. You can define if you want to receive your alerts at your office or personal email address.


To set alerts

 

1.Click the Settings tab in the top left section of Settings and profile main page. The Settings page opens and the Alerts section at the top left is presented in read-only mode.

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2.Click the Edit 2023-01-17_11-42-39  button. The Alerts section is displayed in editable mode to allow you to edit the information.

3.Check the New notes box to receive e-mails when new notes are added to your files; or
Check the New files box to receive e-mails when new files are transmitted to you; or

Check the Received payments box to receive e-mails when a down payment is transferred in your general trust account, using Assyst Payment.

4.In the Send alerts to section, select in the drop-down list to which e-mail address the alerts will be sent: Personal email or Office email.

5.Click the Save button to save your modifications or click the Cancel button to return to read-only mode without making any changes.

notification_important_FILL0_wght200_GRAD0_opsz40    In the Send alerts to section,select None if you do not want to receive any e-mail alerts.