Manage workspace notifications

You can customize notification settings for a specific Workspace, restore the default settings, or copy one Workspace’s settings to other eligible Workspaces. The settings you see depend on the document type and your access to the Workspace.

Open Workspace notifications

1. In the Business Portal, open the Workspace you want to manage.
2. Click the Notifications option from the notification icon in the top-right corner, or open Notifications from the Workspace 3-dot menu under People and Access.
3. If needed, choose a Workspace from the dropdown in the dialog header.

!Workspace notification dialog

Update notification settings

1. For each event shown, choose a notification method from the dropdown.
2. Click Save.

Supported methods include:

• Email only
• Both email & phone
• None

Unsupported notification events are hidden for the selected document type.

Restore defaults or apply settings to other Workspaces

If you have customized Workspace-level notifications, you may see extra buttons in the footer.

1. Click Restore default to remove the Workspace override and return to the default settings.
2. Click Apply to all workspaces to copy the current Workspace settings to all eligible Workspaces.
3. Confirm the action in the dialog.

!Restore and apply actions

Workspace selection and visibility

The Workspace dropdown only shows Workspaces where you are the owner of at least one Document.

Default selection follows this order:

1. Current Workspace
2. Last accessed Workspace
3. First Workspace in alphabetical order

The notification option is hidden if:

• you do not have any eligible Workspaces
• you are not the owner of any Document in any Workspace

Default notification methods

When system defaults are used, the methods are:

• Document viewed → Email only
• Add-on added → Email only
• Agreement signed → Both email & phone
• Payment received → Both email & phone
• Message received → Email only
• Comment added → Email only

Common questions

Why don’t I see some events?

Only notifications supported for the selected document type are shown.

Why don’t I see Restore default or Apply to all workspaces?

These buttons only appear when the selected Workspace already has custom notification settings.

What happens when I click Restore default?

The Workspace-specific override is removed, and the settings return to the default configuration.