Portal notifications: manageable notifications

Online office notifications are made to provide you with information about every change at your portal as well as remind you of some event. There are two groups of notifications:

1. manageable notifications
2. non-manageable notifications

Manageable notifications

You can manage your suscription to the first group of the notifications: subscribe to them, unsubscribe from them, change the notification type. For more information, please refer to the Managing online office subscriptions tip.

All manageable notifications are divided into the following types:

• General

  The following notifications belong to this type:

  • Email notification with tips and tricks.

  • Portal daily news and events digest - this type of notifications informs you about everything new for the previous day. You learn about the created projects, added milestones, assigned tasks, posts added to blogs and forums, created bookmarks, new wiki articles written within the 'Projects' and 'Community' modules.

  • Birthdays - you will be informed about upcoming birthdays of portal users.

  • Events and notifications for the portal owner or administrator (available for portal owner and administrators only)

    The following notifications belong to this type:

    • Change of profile
      You receive this notification if a portal user changed his profile details at your portal.
    • New user added
      You receive this notification if a portal user has joined your portal.

• Documents

  The following notifications belong to this type:

  • All signers completed a document
    You'll receive this notification, if all signers completed a document via the DocuSign service.
  • Sign status changed
    You'll receive this notification, if a signer changed a sign status of document, e.g. declined signing.
  • Access to a document/ folder granted
    You'll receive this notification, if the document or folder owner granted you some access rights to this file or folder.
  • Mailing is complete
    You'll receive this notification, when the mailing process performed using the Mail Merge feature is over.

  Edited files get a NEW icon next to them when there are changes that you have not seen yet. If you are mentioned in a comment, you will receive an E-mail notification.

• Projects

  This type includes notifications about new comments within project-related discussions, milestones, your tasks, etc.

• CRM

  The following notifications belong to this type:

  • Access granted
    You'll receive this notification, if the person who created an element didn't restrict access to it or granted you access rights to this element (it might be a contact, case, or an opportunity).
  • Tasks assigned to you
    You will be informed about new tasks appointed to you.
  • Responsible for opportunity
    You will be notified if you are appointed as a person responsible for an opportunity.
  • New events
    You'll receive notifications about new events added to a contact, case, or an opportunity if you were included into the recipients list.
  • Export completed
    If you initiated the export process of your CRM data, you will be notified when it's finished.
  • Import completed
    If you initiated the import process of your CRM data, you will be notified when it's finished.
  • New contacts
    You'll be informed about new contacts added to CRM system using a website contact form if the access to them wasn't restricted or you were granted access rights.

• Community

  The following notifications belong to this type:

  • Events
    You will be informed about new comments added to the events you are subscribed to.
  • Blogs
    You will receive notifications about comments added to the posts you are subscribed to.
  • Forums
    You will be notified about new posts in the forum topics you are subscribed to.
  • Bookmarks
    You will receive a notification each time a new comment was added to the bookmarks you are subscribed to.
  • Wiki
    You will be notified about new comments added to the page you are subscribed to as well as change of this page.

• Calendar

  The following notifications belong to this type:

  • Sharing of calendars & events
    You will receive notifications if a portal user has shared his calendar or an event from his calendar with you.
  • Event reminders
    You'll be notified about coming events from your or other users' calendars shared with you.