How do I choose which notifications I get?
Click the bell, open Notifications and go to the Preferences tab. For each kind of alert, choose Instant, Digest or Off. Admins can also change the firm-wide rules.
Who can do this: EveryoneLast checked: 20-10-2026
See your notifications
The bell at the top of the screen shows how many you have not read. Click it to see the latest. Click a notification to open the task, document or record it is about.
- Click Notifications in the left menu.
- Use the All and Unread tabs.
- Click Mark all read to clear the count.
Choose what you want
- On the Notifications page, open the Preferences tab.
- Find the kind of alert, for example a task becoming overdue.
- Choose Instant, Digest or Off.
What you will seeA green message says your preference is saved. It takes effect at once.
Good to knowEveryone starts on Instant. Choosing Off stops the alert and the email for that kind of event, only for you.
For Admins and Partners: firm-wide rules
Open Billing & Settings, then Integrations & Settings, and click the Notifications tab. Under Escalation Rules, click Edit on a rule to change when an alert is raised, for example how many days after a task becomes overdue. Under Email Templates you can edit the wording of the alert emails.
Cannot see this on your screen?
- Everyone can use this. If your screen looks different, ask your Admin.
- If your firm’s trial has ended, DueFiler is read-only. You can see everything, but you cannot add or change anything.
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