Configure Notifications

Choose which alerts reach you, and where client replies are copied.

Steps

1. Go to Settings > Notifications (/dashboard/settings/notifications).
2. Turn notification categories on or off — each controls both the in-app stream and your email for that category. A muted category still shows the unread badge; it just won't notify you.
3. Set "Forward client replies to" if someone other than the owner should get a copy of client replies. Client replies always land in the client's conversation in your CRM either way.
4. Click Save changes.
5. Notification center is accessible via the bell icon in the top navigation.
6. Click the bell icon to view recent notifications (document events: sent, viewed, paid, accepted, etc.).
7. Mark notifications as read individually or all at once.

Your email signature, brand and the invoice reminder schedule are not here — they are in Settings > Client emails, with everything else your clients receive.