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Notification Preferences

Control what notifications you receive and how you receive them.

Configuring notifications​

Go to Settings > Notifications to manage your personal preferences. Changes autosave shortly after you toggle a setting or change a field.

Notification preferences affect only your user account. They do not change what other team members receive and do not turn organization automation rules on or off.

Email notifications​

Use Email Notifications to decide whether DocJacket sends notification emails to you. When email notifications are on, you can choose which categories should email you:

  • Transaction updates — Changes to contract details, parties, or status
  • Deadline reminders — Upcoming tasks and key-date contingencies
  • Task and milestone completions — Work completed for you
  • Document activity — New uploads, approvals, or rejections
  • System alerts — Account, billing, and AI action alerts

Turn off Email Notifications if you do not want notification emails. In-app notifications can still appear if that separate setting is enabled.

Morning Briefing​

DocJacket can send you a daily morning briefing email with overdue tasks, upcoming deadlines, and suggested actions.

When Morning Briefing is on, choose:

  • Delivery Time — The local time to send the briefing
  • Timezone — Eastern, Central, Mountain, Arizona, Pacific, Alaska, Hawaii, or UTC

Use Send Test Briefing to send a real briefing email to your inbox immediately. If there is no briefing data available, DocJacket may show that there was nothing to send.

In-App Notifications​

Use In-App Notifications to control whether alerts appear in the bell icon panel.

Tips​

  • Start with email and in-app notifications on, then turn off the categories that are noisy for your role
  • Keep the morning briefing on if you like a daily overview of overdue work and upcoming deadlines
  • Use the test briefing after changing time or timezone settings so you know what the email looks like