Where can I view notifications in Estateably?

Notifications appear under the notification bell icon in the top-right corner. When a new notification arrives, a red dot appears on the bell icon. Click the bell to open the Notifications panel and view updates.

What types of notifications does Estateably send?

Estateably sends notifications for various activities, including case file assignments, task assignments, task reviews, task approvals or rejections, being tagged in a note, and import or export completion. These notifications help keep you informed about activity across your files and tasks.

How do I change my notification settings?

From there, configure how and when you receive notifications.

What notification delivery options are available?

For most notifications, you can choose from: Email and In-App, Email only, In-App only, or None.

What are deadline notifications?

Deadline notifications remind you about upcoming tasks or deadlines. You can configure how you receive the reminder (Email, In-App, Both, or None) and how far in advance — anywhere from 2 days to 1 year before the deadline.

What are system notifications?

System notifications inform you when background processes complete, such as bank statement imports and file exports. They appear in the notification bell and may also arrive by email depending on your communication preferences.

Will I receive a notification after importing a bank statement?

Yes. After uploading a bank statement through Estate Accounting › Transactions › Import, Estateably processes the file and sends a notification in the bell icon when the import is complete. You can then review the transactions and finalize the import.

Will I receive a notification after exporting tasks?

Yes. When exporting tasks from the Tasks dashboard, you receive an email notification with a download link and a notification in the bell icon. The export file is in XLSX format.

Can I turn off notifications?

Yes. In Communication Preferences, select None for any notification category you want to stop receiving.

Do I need to save my changes after updating notification preferences?

Yes. Select Save after updating your settings to apply your preferences.

For further help configuring notifications, see Managing Communication Preferences or contact [email protected].