Receive Notifications when Documents are Added to Transactions

SUMMARY
Admins can choose to be notified via email whenever an agent adds a document to a transaction.

Subscribe to Notifications

To subscribe to these notifications:

  1.  Click your name in the upper right corner then "Personal Profile".
  2. Check "Receive notification when agent adds document".
  3. Click [Save] to complete the process.

Email Notification Triggers

Whenever an agent adds a doc to a transaction, you’ll receive an email notification. When admins add a doc, a notification email will not be sent.

The email notification will be triggered whenever a document is:

  • Uploaded directly into a transaction
  • Assigned from Unassigned docs to a transaction
  • Broken apart on a transaction
  • Merged on a transaction

This feature is available to master admins and admins with the “View All Transactions” permission. Learn more about permissions here: Setting User Permissions →