Managing Notifications

Concord sends email notifications to alert Users of activities made on the documents that they have access to. Each Concord User can customize their notification preferences by activity type and preferred notification frequency.

Choose your relevant activities 

With our classic notification manager, Users can decide the types of Concord activities they would like to notified of.  Types of activities to include or exclude:

  • Invitation to join a document (from colleagues and/or guests)
  • New of a version of a document saved (by a colleague and/or guest)
  • Your approval is requested on an internal workflow 
  • A post is made in the discussion panel (by a colleague and/or guest)
  • The first signature has been added (by a colleague and/or guest) 

To select notification preferences:

  1. Open your Settings by clicking on to the Settings Cog
  2. Select Preferences under Personal Settings
  3. Under Email Notifications menu, select (blue) or de-select the boxes beside your preferences Any changes are automatically saved and effective immediately.

Note: The default setting has “new version” from colleague deactivated

Choose your frequency: Daily Digest - coming soon!

Soon, users can decide the format of their notifications: immediately in real-time (Individual email) or every 24 hours in one Daily "recent activity" Digest email.

To update the format of your document activity email notifications:

  1. Open your Settings by clicking on to the Settings Cog
  2. Select Preferences under Personal Settings
  3. Under Email Notifications menu, use the dropdown beside each activity* to select "Individual email" or "Recent activity digest"

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Daily Digest details:

  • Daily digest is the default setting for all acitivities except for 'Message posted', which is set to 'Individual email'
  • Daily Digest includes details about a maximum of 3 documents per email (3 oldest)
  • Daily digest is sent each day at 4:00 pm UTC

 

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