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Managing Communication Preferences

Communication Preferences allow you to control how and when you receive notifications within Estateably.

Updated over a week ago

Access communication preferences

  1. Select your initials in the top-right corner

  2. Choose View Profile

  3. Navigate to My Account Settings

  4. Select Communication Preferences

Configure case file notifications

You can choose how you receive notifications related to file activity.

Notification delivery options: Email, In-app, Both, or None.

You can configure preferences for various case file activities, such as case file assignments, task reviews, and more.

Configure deadline notifications

You can choose how you receive task and deadline reminders.

Notification delivery options: Email, In-app, Both, or None.

You can also select how far in advance you would like to receive reminders. Reminder timing ranges from 2 days prior up to 1 year prior to the deadline.

Configure system notifications

You can control notifications related to system activity, including: Import completion and Export completion.

Notification delivery options: Email, In-app, Both, or None.

Save changes

After making your selections, select Save to apply your preferences.

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