Notifications

The Notifications page is the long-form view of every event the platform generated for your user — verifications moving through their lifecycle, envelopes signed, matters reassigned, system messages. The bell in the global header surfaces the unread badge from anywhere in the portal; this page is where you triage the full list.

Anatomy of the page

1. Header and utility icons

The page header shows the title Notifications, a one-line description, and the standard Help (?) and Docs (book) icons. When you have unread notifications, a Mark all read button appears to the right of the utility icons. The button is hidden when there is nothing to clear.

2. Date groups

Rows are grouped under sticky headers that scroll with the list:

• Today — anything that arrived since local midnight
• Yesterday — the previous calendar day
• Earlier — everything older, in reverse chronological order

If a group has no rows it is hidden — you won’t see an empty Yesterday header.

3. Notification row

Each row is a single button. Clicking it:

1. Marks it read (server-side; the badge updates everywhere).
2. Navigates to the deep link if one is attached (verification, matter, or envelope detail).

The row itself shows a coloured type dot, a title, an optional description, and a timestamp in both relative (3 hours ago) and absolute (Mar 5, 2026, 10:14) form. Unread rows carry a soft primary background tint and a right-edge dot.

Notification types and colours

Type	Color	Trigger
Request submitted	Blue	Client started or returned a verification for review
Request approved	Green	A reviewer marked the verification approved
Request rejected	Red	A reviewer marked it rejected — follow-up required
Request created	Violet	A new verification was assigned to you
Request expired	Orange	The client did not complete in time
Other / system	Grey	Billing, integrations, platform events

These colours mirror the dots used on the dashboard’s Recent activity card and inside the Smart Inbox.

Bulk actions

• Mark all read — clears the unread state across every group at once. The rows stay visible; only the unread tint is removed. The button is hidden when there are zero unread notifications.

There is intentionally no bulk-delete: notifications are an audit trail, not a to-do list. To reduce future volume, tune your Account ▸ Notifications preferences instead.

Preferences and routing

What appears here is governed at two levels:

• Per-user under Account ▸ Notifications — channel toggles for each notification type (in-app, email, SMS).
• Per-tenant under Settings ▸ Notification Templates (admin-only) — default templates for the email/SMS rendering and any quiet-hours window.

Permissions and scope

Notifications are per-user — you only see what was generated for you. Owners and admins do not have a “see everyone’s notifications” view; cross-team visibility lives in the Audit Log under settings.

Troubleshooting

Symptom	Most likely cause	Fix
Empty list	Brand-new tenant or all activity older than retention window	Trigger a verification; check Settings ▸ Audit Log for older trail
Click does nothing	Linked record has been deleted	The notification is historical only — mark read or ignore
Badge stuck after marking read	Background tab missed the sync	Refocus or refresh; counts re-fetch on tab visibility
No email for a type you expected	User preferences override or template disabled	Check Account ▸ Notifications then Settings ▸ Notification Templates

Related pages

• Dashboard — the Recent activity card surfaces a slice of this list
• Account ▸ Notifications — your per-channel preferences
• Settings ▸ Notification Templates — admin-level template + quiet hours
• Settings ▸ Audit Log — long-term historical trail beyond the notifications retention window