ShareDo can be configured to notify the user when certain actions have occurred.

For example, a notification could be sent under these conditions:

• When a matter has been assigned to a user or their team.
• When an inbound email is received into the team inbox from a client.
• When a process may take a long time to complete and must run in the background.

Notifications allow you to continue working, safe in the knowledge that you will be informed once the process has been completed.

Three main forms of notifications

Toast (Pop-ups)

These appear immediately as an action completes and appear as a pop-up at the bottom right of the ShareDo screen. 

Notifications worklist

As an entry in a user’s or team’s notifications worklist, accessed via the workbench.

Global navigation bar

As an entry in the notifications list, accessed from the global navigation bar at the top of ShareDo. The number of notifications is shown as a badge inside the notification icon.
Clicking on the bubble will present the list of notifications. Note: Click Dismiss All to clear the list.

Clicking one of the notification entries will take you to the work that has been completed. 

E.g., it may take you to the portal of the matter assigned to you. Or it may open a blade containing a copy of a new document bundle. 

Configuring notifications

You may be a user who is in ShareDo every day or you may be an occasional user of the product. To cater for this, we allow you to set up your notification preferences to suit your usage. 

Access the notifications list from the global navigation bar.
Click on the Settings cog wheel. This allows you to specify which notification you want to receive in the application via email or weekly digest.
Tick the checkbox on or off for each section to select whether a notification is required for that type. E.g., Approvals, Documents, Tasks, etc. Within each section, select the channel by which notifications should be made. E.g., via the App (as a pop-up). Click Save to apply any changes made, or Discard to cancel them.