Configure your events and alerts

Configure personal event/alert notifications

For power users who really want to stay in touch with their transactions, you can use agreement milestones to trigger an email to your inbox, or an alert that can be delivered in a report.

To configure your event/alert notifications, navigate to Personal Preferences > My Notifications

Some quick definitions:

• Events: Actions that happen to a transaction (Sending, Viewing, Signing, and so on).
• Alerts: Expected actions that don’t happen within a specified time frame (not viewed in eight hours, viewed but not signed in three hours, and so on).

Both events and alerts can be configured to notify in two ways. You have the option to select neither, one, or both by checking the configuration options. These options are:

• Email: Selecting this option sends you an e-mail every time the event or alert triggers. Depending on your volume, this option can be “spammy,” so we recommend setting this option with your e-mail volume in mind.
• Event: Events are flagged to show on your Home tab (in the Events and Alerts section) and are listed in any reports that you create on the Events/Alerts page.

Reporting can be configured at the bottom of the page to send you a summary of the events you have checked, and that report can be sent once a week, every work day, or every day of the week, as you like.