Personalizing your notification settings can ensure you only receive emails and notifications that you want to receive. You will receive notifications for the following actions by default:
- Document signed
- Document shared
- Your signature is required
- Compliance status of a loop is updated
- Document is edited
Follow these steps to see your notifications and change these settings.
To access the My Account section of your account, click on the profile selector menu at the top of the page. In the dropdown menu, click the My Account link.
By default, you will be taken to the Account Settings page. Here, you will see a navigational menu to the left. Click the Profiles link.
While some users will only have one profile listed here, others may have multiple profiles to select from. Click on the name of the profile you wish to view or edit.
Here you can check or uncheck each notification type to customize settings. Notification Settings allow you to choose which notifications you receive on the dotloop website, while the Email notification section allows you to choose which notifications will be sent to the email address on your account.
Once you have selected the notifications you want to receive, make sure to hit Save at the bottom of the page.Note: if you are not receiving email notifications, check your junk or spam folder for the missing emails, and ensure to mark them to be removed from spam.
- If you are not receiving emails and someone says they have sent you a message or document, check to make sure that you have notifications turned on.
- The email section determines whether or not emails are sent when these actions happen.
- Remember that you're choosing the notifications specific to that profile. You may need to alter your notifications for multiple profiles.