Learning about notifications
In Clustdoc, there are several types of notifications:
System notifications are run by the system and sent to each user based on their personal preferences. You cannot edit the content of these notifications, but you activate or disable them from your personal profile page.
Scheduled notifications are set up in your process by one of your team members while defining your onboarding flows. They can be sent to anyone (team members, end-users, etc).
You can edit these in your Automation tab (In the process page).
Setting up system notifications
Click on your Profile picture>Set up profile>Alerts & Activity and define your notification preferences.
Details about system notifications
Once you define your preferences as described above, these notifications will be sent to you.
|CC'ed contacts||The people added to the field will also receive notifications sent to you|
|Application completed||When a contact clicks on the 'I've finished' button|
|Message received||When a contact sends a message through the secure interface|
|File received||When a contact submits a file|
|Form filled||When a contact fills out and submits a form|
|Econtract signed||When a contact signs a contract|
|Spreadsheet completed||When a contact fills out a spreadsheet|
|Payment completed||When a contact completes a payment|
|Task completed||When a contact completes a form|
|Daily activity report||
This notification is a daily summary of your account activity sent to you at the same hour.
Activate this if you want to avoid receiving no many notifications.