Workflow Notifications
Workflow Notifications are managed under your User Settings (the bubble at the top right of your Keeper page) in the Account tab, and can be enabled / disabled from there!
Emails about comments and assigned tasks
Comment notifications
When you're @-tagged by a team member, you'll receive an email notification. Comment notification emails only send once every 15 minutes, and group all the unread comments together! If a comment is read in Keeper before the email sends, it will not send an email.
Assigned tasks
Any time a team member assigns you a task, you'll receive an email about those tasks:
Sign-offs
You'll receive instant notifications when tasks containing assigned sign-offs are marked complete.
Daily task digest emails
Every weekday, Keeper will send you an email with all of your
All tasks due today, this week, or overdue
Priority Tasks (starred tasks)
If you are an admin, Keeper will also email you a list of your team's Priority tasks.
Client Notifications (Digest notification emails)
Once client digest notifications are enabled, Keeper will send you:
a once-daily summary of all the clients who have answered your questions in the previous day
an email when any files are uploaded to the portal
an email when any receipts are forwarded to the upload inbox (when Receipts is enabled)
There are three locations where users can enable/disable client notifications:
In the client's Portal Settings > Notifications tab
In your User Settings > Client Questions tab
In Practice Settings > All client settings > Digest notification emails column (Admins only)
To enable instant notifications as soon as the client answers a question in the portal:
Go to User Settings > Client questions tab
Choose 'Enable instant notifications'
