Introduction
Managing notifications effectively is crucial for staying updated on important document activities while avoiding information overload. RecordsKeeper.AI's notification preferences allow you to customize how and when you receive updates about various activities in your account, ensuring you stay informed about what matters most to your role.
Step-by-Step Configuration Guide
1. Access Notification Settings
Navigate to Settings & Policies
Select the "Notifications" tab
Find "Notification Preferences" section
2. Set Notification Frequency
Choose your preferred update frequency from the dropdown menu:
Instant: Receive notifications as events occur
Daily Digest: Get a daily summary
Weekly Digest: Receive weekly updates
Monthly Digest: Get monthly summaries
3. Configure Event Notifications
Toggle notifications on/off for various events by using the switches provided. Available notifications include:
Document uploads, modifications, and deletions
Retention period expiry alerts
Legal hold status changes
Share link creation and expiration
Access requests and collaborations
System newsletters and updates
Simply turn the toggle "On" for events you want to monitor and "Off" for those you don't need to track.
Best Practices
1. Prioritize Notifications
Enable instant alerts for critical activities
Use digests for routine updates
Consider your role's requirements
Avoid notification fatigue
2. Regular Review
Periodically assess notification needs
Adjust frequencies as needed
Update preferences with role changes
Remove unnecessary notifications
3. Team Coordination
Align notifications with team roles
Ensure critical events are covered
Avoid redundant notifications
Share important updates appropriately
Tips for Effective Notification Management
Start Conservative
Begin with essential notifications
Add more as needed
Monitor notification volume
Adjust based on experience
Consider Workflow Impact
Match frequency to work patterns
Enable relevant notifications only
Use digests for non-urgent updates
Keep critical alerts instant
Regular Maintenance
Review notification effectiveness
Update preferences periodically
Remove unused notifications
Optimize for current needs
Conclusion
Effective notification management ensures you stay informed about important document activities without being overwhelmed. By carefully configuring your notification preferences in RecordsKeeper.AI, you can maintain awareness of critical events while minimizing disruptions to your workflow.