All members of thedocyard have control of their own global user settings.
Global settings include: Profile Settings Password Security
The frequency with which members receive email notifications can be set by selecting My Profile from User Settings, and selecting My Details.
Users can also select to be notified when certain actions are carried out within the transaction.
To access these settings, click on the user name in the top right hand corner of the dashboard.
Select 'My Profile' to make any amends to the user settings.
In the My Details section, the user can amend their:
First Name & Last Name
Instant notification preference
To change the frequency of email notification, click on the button next to the email preference required and click 'Update' to save changes.
By default, email preference for email notification is set to Daily Digest (once every 24 hours).
If you require immediate notification of changes, select Instant (real time) and notifications will be sent as soon as a change occurs in the deal room (within your team's permission settings).
To select notifications based on a specific action, check the relevant box required.
Remember to select 'Update' to save any changes.
If you have any questions, contact the Help Desk team: [email protected]