Manage my notifications

The Notifications Management feature helps you stay up to date with important events across all modules of the DiliTrust Governance Suite. Whether you’re using the Board Portal, Matter Management, Entities, Contracts or Documentation Library, notifications ensure you never miss key actions ⚡.

☝ What Are Notifications?

Notifications are automatic alerts generated when important events occur. For example:

• ? A new user is added to your workspace
• ? A document is shared or updated
• ? A meeting is scheduled or modified
• ✍ An intake or matter is assigned to you
• ? A poll, questionnaire, or reminder is sent

They ensure you are always aware of new tasks, documents, and updates across the platform.

✍ How to Manage your Notifications

1. Log in to the DiliTrust Suite.
2. Clic on the notification bell icon ? at the top of the interface.
3. You will see a chronological list of all recent notifications, including the module they relate to.

✅ Notifications are accessible from anywhere in the platform and cover all modules in one place.

⭐ Managing Notifications

You can interact with your notifications in several ways:

• Mark as read ✅ to keep your list clean
• Click through to open the related document, meeting, or matter directly
• Filter notifications (by module or date) if enabled by your administrator
• Configure preferences (in your profile settings) to control which notifications you receive by email or in-app

☝ Tips & Best Practices

• ⭐ Check your notifications panel daily to avoid missing deadlines or updates.
• ✍ Use the filters if your organization generates a high volume of notifications.
• ⚖️ Adjust your notification preferences to strike the right balance between awareness and overload.

❓ Limitations & Things to Know

• Notifications are informational alerts — they do not replace approvals, workflows, or mandatory actions within modules.
• Email notifications depend on your user settings — make sure your profile is configured correctly if you want to receive them externally.
• Access to certain notifications may depend on your role and permissions within each module.

✨ Conclusion

Notifications Management is a unified way to keep track of updates across the entire DiliTrust Suite. By regularly checking and managing your notifications, you ensure that you never miss a document, meeting, or request — no matter which module it comes from.