Types of Notifications:
There are two types of notifications that you can set:
Bell Notification:
These notifications appear within the vault in the top right corner under the bell icon and there are three options:
1. Receive notifications when documents are uploaded to All Documents: Get a bell notification when a user uploads a document in one of the folders under the All Documents tab.
2. Receive a notification when documents are uploaded to Unfiled: The vault holder will get a bell notification when a user or a collaborator uploads a document in the Unfiled Tab.
3. Receive notifications when documents are deleted: When a document is deleted from within the vault, the vault holder will get notified.
Email Notification:
When the email notifications are enabled, an email is triggered when three different types of action are done.
1. Receive email notifications for Inbound email: The vault holder will get an email notification when a user or a collaborator sends a document as an attachment via the Inbound Email.
2. Receive email when documents are uploaded to All Documents: Get an email notification when a user uploads a document in one of the folders under the All Documents tab.
However, if an Advisor in a multi-tier environment checks on this option, it means that the advisor would receive email notifications every time a document is uploaded to the Advisor's Vault.
3. Receive email when documents are uploaded to Unfiled:
The vault owner will get an email notification when a user or a collaborator uploads a document in the Unfiled Tab.
4. Receive email when documents are uploaded to Sponsor Folder (This notification option is only available for Admins and Reps of subgroups under a 3-Tier portal): The user will get an email notification when a client or collaborators uploads document in the Company Folders.
Steps to enable Notifications:
Enabling Notifications is a Two-Step Process.
Step 1: Go to the account name in the top-right corner and click on Account Settings
Step 2: Click on Notifications
Step 3: Toggle ON and OFF depending on your preference
Upload Email Notification Example
