Notes Notifications for Unread Content

Enable or disable emails for unread content in notes.
Note: Notifications for all categories are enabled by default.
  1. Navigate to the Clients page on the Configuration view.
  2. Click the Users tab.
  3. Using the search function, locate the client manager to add the delegate for. For more information on the search function, see Search for Users.
  4. Expand the Email Notifications Settings section.
  5. Click .
  6. Select or deselect the check box to enable or disable unread comment emails for the following categories:
    • Requests
    • Engagements
    • On/Off Boarding
  7. Click .