Notification Types
Type | What triggers it |
|---|---|
Critical Date Alert | A critical date is approaching (based on the alert days setting) |
Task Due | A task assigned to you is due soon or overdue |
Invoice Approval | An invoice has been submitted for your approval |
Payment Received | A payment has been recorded against an invoice |
Matter Update | A matter you're involved in has been updated |
Document Shared | A document has been shared with you |
Account Alert | A compliance or balance alert on an account |
Assignment | You have been assigned to a matter or task |