Notification Preferences

Control what notifications you receive and how you receive them.

Configuring notifications

Go to Settings > Notifications to manage your preferences. You can toggle notifications for different event types:

• Task reminders — Get notified when tasks are approaching or overdue
• Milestone alerts — Notifications for upcoming or passed deadlines
• Document updates — When documents are uploaded, approved, or need review
• Email activity — When new emails arrive for your transactions
• Workflow approvals — When a workflow step needs your approval

Daily digest

DocJacket can send you a daily morning briefing email that summarizes:

• Closings happening today
• Tasks due today
• Overdue items
• Pending documents

Toggle this on from your Dashboard or in notification settings.

Tips

• Start with all notifications on, then turn off the ones that aren't useful for your workflow
• The morning briefing is a great way to start your day with a clear picture of what needs attention
• Notification settings are per-user — each team member controls their own preferences