Editing email notification settings

Email notifications sent in Plexus can be toggled on or off depending on your preferences. Email notifications can be altered both for an individual editing their own account settings, or for an administrator editing settings on behalf of their users. This guide will address both scenarios.

Editing your own email notifications

An individual can opt in or out of Plexus email notifications by heading to their name in the top right hand corner of the screen, then clicking on Profile. From here, you'll see a list of the roles attached to your account.

From this page you can click Edit. On the resulting page, you'll see a checkbox to toggle email notifications on or off for your account.

Click Save once you're done.

Editing email notifications for others

Users with access to the Settings menu are able to edit email notification settings on behalf of another user.

From the main menu, select Settings then Users.

Scroll to find the user you'd like to edit. Then click Edit on the far right hand side of the screen.

Note that the above screen usually shows each user's email address. We've hidden it in this particular screenshot.

From the Edit page, you'll see a checkbox to turn email notifications on or off for that user's account.

Click Save once you're done.

Effects on email notifications

There are a range of email notifications that will, and will not be affected by this toggle. Both lists of have been included below.

Here is a list of all emails that are affected when an account opts not to Receive notifications:

Action	Notification recipient	Stops sending when a user has 'Receive notifications' off?
Edit and save document Notify other users of editing session	Author Owner Internal shared users Users in current workflow round (not including the current user)	Yes
Send approval reminder Document details: Remind	Users in current workflow round that have not approved except if the recipient has the same email address as the current user	Yes
Adding a reviewer during review stage Add reviewer	User who has been assigned to review the document when the stage has already started (includes addition via delegation)	Yes
Removing a reviewer during review stage Delete reviewer	User who has been removed (includes removal via delegation)	Yes
Remove an approver during a round Delete approver	User who has been removed unless they are inactive internal users (not including the current user)	Yes
Remove a signer during a round Delete signer	User who has been removed unless they are inactive internal users (not including the current user)	Yes
Delete document Delete	Author Owner Internal shared users When the document is deleted	Yes
Share document Share	All shared users upon initial sharing of the document	Yes

Here is a list of all emails that are not affected when an account opts not to Receive notifications:

Action	Notification recipient	Stops sending when a user has 'Receive notifications' off?
Invitation email Invite a teammate	The email added to the Invite a teammate modal	-
Reset password email Forgot password?	User who requested password reset	-
New user sign-up Sign up from the homepage	Administrators for the organisation, as determined by the New user sign-up notifications field under Notification settings.	-
Upload new version New version	Author Owner Internal shared users Users in current workflow round (not including the current user)	No
Send for approval Send for approval or Approve	Users listed in the current workflow round	No
Send for signing Approve or Sign or Send for signature	Users listed in the current workflow round	No
Send for approval reminder Dashboard: Remind	Users in current workflow round that have not approved	No
Send for signing reminder Dashboard: Remind	Users in current workflow round that have not signed - User clicking button	No
Send for signing reminder Document details: Remind	Users in current workflow round that have not signed except if the recipient has the same email address as the current user	No
Comments Add comment	Author Owner Internal shared users Users in current workflow round Approvers in previous workflow rounds	No
Comment replies Reply	Author Owner Internal shared users Users in current workflow round Original Commenter Approvers in previous workflow rounds	No
Executed document Sign or Executed document	Author Owner Internal shared users Signers Approvers do not receive a notification. External signers will not receive a copy of the executed document for large files. Please Share the document with these users for a copy of the file instead.	No
Executed document Do you want to send a copy of the final signed document to anyone?	Only the recipients specified to receive a copy	No
Custom notifications Create alert	Custom notification recipient (defined at app level)	No
Document flagged for Review At the start of the workflow: Send for review	Users with the Is Approver / Default reviewers permission for that document type OR User who is listed as an Assigned reviewer via: Approve and eSign Workflow manager (Edit workflow) Workflow component (within a custom app)	No
Document flagged for Review At the start or during a workflow: Send for review	Author Owner Internal shared users	No
Document reviewed Accept	Author Owner Internal shared users	No
Review declined Decline	Author Owner Internal shared users	No
Approval declined Decline	Author Owner Internal shared users	No
Signing declined Decline	Author Owner Internal shared users	No
Delegating an approver away during a round Delegate	User who has been delegated away unless they are inactive internal users (not including the current user)	No
Delegating a signer away during a round Delegate	User who has been delegated away unless they are inactive internal users (not including the current user)	No

Matter management notifications will cease to send when this checkbox is toggled to the "Off" setting.

Action	Notification recipient	Stops sending when a user has 'Receive notifications' off?
Creating a matter	Triaged lawyers or default triage recipients, as set up in Matter categories	Yes
Assigning a matter	Assignees on the matter	Yes
Changing status of a matter	Everyone related to the matter including: Author Created on behalf of.. Assignee/s or triage member	Yes
48 hours before matter due date	Everyone related to the matter including: Author Created on behalf of.. Assignee/s or triage member	Yes
Comments	Everyone related to the matter including: Author Created on behalf of.. Assignee/s or triage member	Yes
Comment replies	Everyone related to the matter including: Author Created on behalf of.. Assignee/s or triage member	Yes

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Release notes

Reviewing a document's status

Viewing a document's workflow

Editing a document's approve and sign workflows

Reviewing email notifications for users