[Advisors] Managing Emails You Receive

Only Advisors can access and manage notification emails. Admin and Analyst users do not have email management permissions under Account Settings.

Managing Your Notifications

To get started customizing all of your email settings, visit Account Settings under your top-right drop down menu in your account:

Click the Emails & Notifications tab and scroll down to Advisor Notifications:

Turn Late Invoice, Paid Invoice, Subscription Ending, Recurring Payment Receipt, and Document Signed Emails On or Off

To receive a direct notification that a client or user has a past due invoice, paid their invoice, has a subscription ending, automatically paid their recurring subscription, or signed a document, toggle the button(s) to on :

Toggle left (greyed out) is off. Toggle right (green) is on.

Note: The Document Signed notice will send you a notification email each time a signee completes their signature, as well as a notice when all signatures have been obtained!

Adding Additional Recipients

To send all of the your email notifications to one or more recipients (by default the account owner's email is always included), enter the emails under Additional Email Recipients and click Add:

To remove a recipient, click the X button next to their listing!

Still need help? Contact Us Contact Us