Document Alerts

You commented on a doc, the agent says they never heard about it, and the comment is sitting right there on the document. Four things can break that chain, in roughly this order of likelihood. The Agent Can't See the Doc This is the usual answe...

Doc comment notifications are an account-wide setting that emails the agents who can view a doc, plus its uploader, whenever an admin comments. Answers to the common questions about who's on the list, internal-only comments, and edited comments. ...

An admin leaves a comment on a doc, and Pipeline emails it to the agent with a link straight to the document. Introduction A doc comes back missing an initial. You leave a comment on it saying what's wrong, and that's the whole message. Pipelin...

Doc Notifications go wrong in two directions: the person who wants them hears nothing, or the person who doesn't want them hears everything. Both come down to the same two switches. You Turned Them On and Nothing Arrives Work through these in o...

Doc Notifications are a personal email subscription that fires when an agent adds a doc to a transaction you can see. Answers to the common questions about who can subscribe, why admin uploads stay quiet, and how to stop the emails. How do I get ...

Get an email the moment an agent adds a doc to a transaction — so nothing waits in a queue for you to notice it. Introduction Most offices have someone whose job is to know what came in. Without a nudge, that means refreshing Unassigned and ...

A document arrives and nobody knows until someone thinks to look. Set up the alert that suits how you actually work — an email per upload, a count on your Home page, or a signal for the one form you're waiting on. Introduction Waiting is the ex...