How can we help? πŸ‘‹

Email notifications

LiveDiligence can send you email alerts for key transaction events

What Are Email Notifications?

LiveDiligence can send you email alerts when important things happen on your transactions - like Q&A updates, comments, or new publishes. This keeps you informed without having to constantly check for updates.

Setting Up Email Notifications

To set up email notifications:

  1. Click your user avatar
  1. Select "Notifications"

From this window, you can configure your global notification preferences, which will be applied automatically to all your transactions.

Β 
Notion image

Types of Notifications

You can choose to be notified about these transaction events:

  • Q&A - New questions and answers posted
  • Comments - New comments or replies raised on the risk review
  • Publishes - New versions of the due diligence issued
  • System notifications - Platform updates and announcements

Notification Frequency Options

Choose how often you want to receive notification emails:

  • Never - Select this option if you don't want to receive any email notifications
  • 15 minutes - Get notifications every 15 minutes when there's new activity
  • Hourly - Receive notifications once per hour when there's new activity
  • Daily - Select the days and time you want to receive your daily summary email

Transaction-Specific Settings

You can create custom notification rules for individual transactions to tailor notifications to your specific needs. Look for the notifications icon in the transaction sidebar to configure these settings for each transaction.

Β 
Notion image
Β 

Managing Your Settings

To view and edit all your notification preferences:

  1. Click your user avatar
  1. Select "Notifications"

From this window you can:

  • Alter your global notification settings
  • Adjust any transaction-specific preferences
  • Review all your current notification rules
Β 

The combination of global and transaction-specific controls ensures you receive exactly the notifications you want, when you want them.

Common Notification Setups

Only notify me about specific transactions I'm working on:

  • Set global notifications to "Never"
  • Enable notifications only for transactions you're actively involved with using transaction-specific settings

Send me a daily summary of everything:

  • Set global notifications to "Daily"
  • Leave transaction-specific settings as default
  • Choose your preferred days and time for the daily summary

Troubleshooting

Not receiving notifications?

  • Verify your email address is correct in your profile settings
  • Confirm your notification frequency isn't set to "Never"
  • Make sure you have access to the transactions you're expecting notifications about

Important Notes

Permission-Based: You will only receive notifications about content you already have access to via the LiveDiligence platform

Self-Action Filtering: You won't receive notifications for actions you performed yourself, preventing unnecessary emails

Did this answer your question?
😞
😐
🀩