The bell icon in the top navigation bar shows a count of unread notifications. Click it to see a dropdown of the most recent alerts.For the full notification list, go to Notifications in the left sidebar or click View all in the dropdown.
TypeWhat triggers itCritical Date AlertA critical date is approaching (based on the alert days setting)Task DueA task assigned to you is due soon or overdueInvoice ApprovalAn invoice has been submitted for your approvalPayment ReceivedA payment has been r ...
Click on a notification to go to the related record. It is automatically marked as read.Click Mark all as read in the notification dropdown to clear all unread notifications at once.
To manage what notifications you receive:Go to your profile (click your name in the top-right).Select Notification Preferences.Toggle each notification type on or off.Click Save.
Critical date alerts are a safety net — not a substitute for file review. Do not rely solely on notifications to manage deadlines.Keep your email current: Some notification types may also be delivered by email (depending on your firm's settings). Make sur ...