Notifications

Notifications gathers activity on your matters into one feed, so nothing slips past you. Here is a quick tour.

1:15 video·Captions and transcript·1 written guide

01Overview
0:00 / 1:15

Chapters

10

Review and clear your notifications

Notifications gathers activity on your matters into one feed grouped by day, so nothing slips past you.

  1. 1

    Open Notifications

    Select Notifications in the sidebar. The badge shows the unread count.

  2. 2

    Filter the feed

    Choose All, Mentions or System.

  3. 3

    Clear unread items

    Select Mark all read at the top right.

  4. 4

    Set email preferences

    Use the Settings link under the heading to choose what reaches you by email.

Screen by screen

Each frame comes from the walkthrough, with the part being explained outlined. Select a frame to play from that moment.

  1. 02Unread count

    The header reads Notifications, and the badge beside it shows 0 unread right now.

  2. 03Mark all read

    When unread items pile up, Mark all read at the top right clears them. With 0 unread, there is nothing to clear today.

  3. 04Filter tabs

    Three tabs filter the feed: All, Mentions, and System.

  4. 05Test mode

    A banner notes that this firm is in test mode and isn't live yet, with 1 of 4 go-live steps done.

  5. 06Go-live steps

    Use See what's left to review the remaining steps, then switch to live in Settings, Subscription.

  6. 07Email choices

    Below the heading, the feed is grouped by day, and the Settings link lets you choose what reaches you by email.

  7. 08Empty state

    Right now you're all caught up. New client messages, uploads, payments, bookings and deadline reminders on your matters appear here.

  8. 09Status bar

    At the bottom, the status bar shows All changes saved, times in America/Toronto, and a Test mode, Go live link.

  9. 10Recap

    So: check the unread count, filter with the tabs, finish the go-live steps, set email preferences in Settings, and watch the status bar. Next: Settings.

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