Updating notification preferences
3 min read
Updated Apr 11, 2026
Notification settings shape both personal awareness and sender-side automation. Personal choices affect what you hear about, while workspace defaults affect how new document workflows behave for the whole team.
Before you begin
Access to Notifications settings
Awareness of whether you are editing personal or workspace defaults
Owner or admin access if you need to change workspace behavior
Edit personal notification behavior
You can control inbox alerts, signature requests, completed package notices, security alerts, and delivery style such as instant versus digest.
These choices help each user balance awareness with noise.
Edit workspace delivery defaults when allowed
Owners and admins can configure default reminder cadence, max reminder count, expiration warnings, and auto-void behavior.
Those defaults seed new send flows so individual users do not start from scratch every time.
Keep personal and workspace settings separate
A personal preference should not be mistaken for a workspace policy.
That separation is important when several senders depend on one shared operational standard.
Pro Tips
Review notification settings after onboarding and again after your first real workflow cycle.
Use workspace defaults to reduce inconsistency across senders.
Keep completed-package notifications on if you manage exports or downstream handoffs.
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