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For: Admins, Managers, and Staff

Check your notifications

Use the bell and the notifications page to see what happened across your cases, and open each item.

In this article6 sections

The bell at the top of the LobbyLobby The home screen of the portal, showing your cases, announcements, inquiries and the firm's office locations. and the Admin PanelAdmin Panel The staff-only side of a hub, opened with the Admin button, where the firm manages cases, users, templates, automations and settings. lists what happened on your cases, in every hub you belong to: new updates and comments, submitted forms, signatures, payments, events and requests.

  1. Open the bell

    Choose the bell at the top of the page. Its number counts your unread notifications. The list is grouped by day, newest first; Unread shows only the ones you haven't opened.

  2. Open a notification

    Choose a notification to open its case in the Lobby, at the item it's about, in the same tab. It's marked as read. From the Admin Panel, too, it opens in the Lobby. A notification that someone joined your portal opens their details in the Admin Panel instead.

  3. Mark them all read

    Choose Mark all read in the bell's list. The number on the bell clears.

  4. See them all

    Choose View all notifications at the foot of the list. The Notifications page shows the last 30 days, under All, Unread and Read. Search by person, case or words, or pick a kind, such as Forms or E-signs.

  5. Clear what's done

    Pick a tab, a kind or a search, then choose Clear these. Every notification listed is deleted, on all your devices. The bell's number drops with them. Recent Activity on the Admin Panel's dashboard doesn't change.

What happens next

The bell checks for new notifications every 30 seconds. Each one is kept for 30 days. To stop a kind of notification from one hub, see Choose which notifications one hub sends you. The same choices stop its email.

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