Notifications

Control how and when you receive alerts for faxes, documents, billing, and more.

Overview

Notifications keep you informed about activity across your account — faxes, eSign documents, form submissions, billing events, and more. You can receive alerts via Email or Push notification, and configure each type independently.

To access your notification settings, go to Settings → Notifications.

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Notification Categories

Fax

Manage alerts for all fax activity, split into outbound and inbound events.

Outbound Faxes

Notification	Email	Push	Attach Fax
Faxes I send	✓	✓	Optional
Faxes from shared numbers	✓	✓	Optional
Faxes sent by Email to Fax	—	✓	—
Approval for Fax Sending	—	✓	—
Notify CC’d User of Fax	✓	✓	Optional

Inbound Faxes

Notification	Email	Push	Attach Fax
New faxes assigned to me	✓	—	Optional
Faxes to accessible numbers	✓	✓	Optional
Faxes reassigned to me	✓	—	Optional

Document Processing

These fire when transmission or processing begins on a fax document.

• Transmission started (assigned) — triggers for faxes specifically assigned to your account
• Transmission started (accessible) — triggers for numbers you have access to but don’t own directly
• OCR processing — Optical Character Recognition converts faxed documents into searchable text
• AI data extraction — Automated extraction of key info like patient data, dates, and medical codes

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eSign

Get notified when recipients interact with documents you’ve sent for signature.

Notification	Email	Push	Attachments
First view by recipient	✓	✓	PDF, Certificate, Audit Trail
Every view by recipient	✓	✓	PDF, Certificate, Audit Trail
Document completed by a signer	✓	✓	PDF, Certificate, Audit Trail
Document completed by all parties	✓	✓	PDF ✓, Certificate, Audit Trail ✓

Enable Audit Trail attachments on completion events to keep a tamper-evident record for compliance purposes.

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Forms

Receive alerts when recipients submit or view your online forms.

Notification	Email	Push	Attachments
Online form completed by recipient	✓	—	PDF ✓
Online form viewed by recipient	✓	—	—

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Engage (Communication Activity)

Stay on top of calls and messages.

Notification	Push	Email
Missed Calls	✓	✓
Voicemail Received	✓	✓
Text Messages	✓	✓

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Account & Billing

Notification	Email	Push
Number purchases	—	✓
Number porting	—	✓
Payment reminders	—	✓
Low credit alert	—	✓

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Other

Notification	Email	Push
Product updates	—	✓
Shared folder updates	—	✓
Tips & Features	—	—

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FAQ

Can I turn off all email notifications but keep push?

Yes. Each notification row has independent Email and Push toggles. Simply disable the Email toggle for any or all rows while leaving Push enabled.

What is the difference between 'Transmission started (assigned)' and 'Transmission started (accessible)'?

Assigned fires for fax numbers that are directly tied to your account. Accessible fires for numbers you can view and use (e.g., shared team numbers) but don’t own outright.

What does 'Attach Fax' do in the Fax section?

When enabled, the actual fax document is included as an attachment in your email notification, so you can view the content without logging into the app.

Can I receive the Audit Trail as an email attachment?

Yes. In the eSign section, check the Audit Trail checkbox next to the relevant event (e.g., “Document completed by all parties”) to receive it as an attachment.

Why are some notifications Push-only?

Certain billing and account events (like low credit alerts and payment reminders) are configured as Push-only by default. If you need email for these, contact support to check if your plan supports custom billing alert preferences.

Do notification settings apply to all team members?

No. Notification preferences are per-user. Each team member can configure their own settings under Settings → Notifications.