Introduction
SpotDraft keeps you informed about every step of your contract workflow without overwhelming you with constant alerts. This guide will show you how to customize your notifications to ensure you receive the information you need, when you need it, without cluttering your inbox.
Notification Categories
SpotDraft categorizes notifications to make it easy to manage your alerts. Here are the categories:
- Signing: Receive updates when signatures are required, completed, etc.
- Review: Stay informed about progress on document reviews.
- Approvals: Get notifications when approvals are pending, updated, or finalized.
- Tasks: Receive reminders about tasks and upcoming deadlines.
- Campaigns: Get updates on the progress of your bulk contracting campaigns.
Customizing Your Notifications
By customizing your notification settings, you can stay informed about critical contract actions without being overwhelmed by unnecessary alerts. Follow the steps below to customize your notifications
- Navigate to Notification Preferences:
- Go to "Settings" in your SpotDraft navigation bar.
- Click on "Notification Preferences".
- Choose a Category:
- Select the notification category you want to customize (e.g., "Signing", "Review").
- Turn Notifications On or Off:
- Within each category, you can choose whether you want to receive notifications via email, Slack, or both.
- Simply toggle the switches to enable or disable notifications for each channel.
Best Practices for Managing Notifications
- Prioritize: Focus on receiving alerts that are most relevant to your role and responsibilities.
- Channel-Specific Settings: Use the channel-specific settings (email, Slack) to ensure you're receiving alerts in the way that works best for you.
- Don't Disable Critical Notifications: Avoid turning off notifications for key actions like signatures, reviews, or approvals unless you have a separate system in place to track these events. Disabling these notifications could disrupt your contract processes.
FAQ
- Why can't I change the system and admin alerts?
These settings are fixed to ensure the system functions correctly. Altering these settings could cause disruptions. - Why isn't an enabled notification coming through?
Simply enabling a notification doesn't guarantee you'll receive it. You'll only get the notification if you're the intended recipient of that specific alert, whether it's through Slack or email.