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 |
| Yes |
Send approval reminder Document details: | 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 | 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 | User who has been removed (includes removal via delegation) | Yes |
Remove an approver during a round | User who has been removed unless they are inactive internal users (not including the current user) | Yes |
Remove a signer during a round | User who has been removed unless they are inactive internal users (not including the current user) | Yes |
Delete document |
When the document is deleted | Yes |
Share document | 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 | The email added to the Invite a teammate modal | - |
Reset password email | User who requested password reset | - |
New user sign-up | Administrators for the organisation, as determined by the New user sign-up notifications field under Notification settings. | - |
Upload new version |
| No |
Send for approval | Users listed in the current workflow round | No |
Send for signing | Users listed in the current workflow round | No |
Send for approval reminder | Users in current workflow round that have not approved | No |
Send for signing reminder | Users in current workflow round that have not signed - User clicking button | No |
Send for signing reminder | Users in current workflow round that have not signed except if the recipient has the same email address as the current user | No |
Comments |
| No |
Comment replies |
| No |
Executed document |
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 | Only the recipients specified to receive a copy | No |
Custom notifications | Custom notification recipient (defined at app level) | No |
Document flagged for Review | Users with the Is Approver / Default reviewers permission for that document type OR User who is listed as an Assigned reviewer via:
| No |
Document flagged for Review |
| No |
Document reviewed |
| No |
Review declined |
| No |
Approval declined |
| No |
Signing declined |
| No |
Delegating an approver away during a round | 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 | User who has been delegated away unless they are inactive internal users (not including the current user) | No |
Matter management notifications are generally unaffected by this checkbox.
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 | No |
Assigning a matter | Assignees on the matter | No |
Changing status of a matter | Everyone related to the matter including:
| No |
48 hours before matter due date | Everyone related to the matter including:
| No |
Comments | Everyone related to the matter including:
| No |
Comment replies | Everyone related to the matter including:
| No |
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