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Managing Communication Preferences

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

Updated over 3 weeks 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

  • Select how you receive notifications related to file activity.

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

  • Configure preferences for various case file activities, such as case file assignments, task reviews, and more.

Configure deadline notifications

  • Select how you receive task and deadline reminders.

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

    • Reminder Timing: ranges from 2 days to 1 year prior to the deadline.

Configure system notifications

  • Control notifications related to system activity

    • 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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