Email notifications are an important feature of your portal and are designed to help you keep up to date with your important actions, task reminders and much more.
You have the ability to control the types of notifications and reminders you receive within the settings area of your portal. The email notifications from your portal also include an 'unsubscribe' and 'manage your settings' link for quick access to update your preferences.
WARNING: If you Unsubscribe (instead of Manage your settings) you may miss out on important notifications. We recommend you Manage what you receive rather than a full unsubscribe.
To update your notification settings:
1. Log in to your client portal and click on your profile at the top of the page and select 'Settings'
2. A pop-up window opens. Click 'Notification settings'.
3. A new window will open, allowing you to select or unselect the types of notifications you wish to receive.
Once you have made your selections, click 'Update notifications'.
4. Your changes will be saved and only those notifications you have selected will be sent from now on.
NOTE: You will continue to receive emails regarding your account (e.g. password reset, account activation, eSignature requests & payment notifications)