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    Notifications

    How Probo notifies members about signature requests, approval requests, task assignments, and task mentions, in the notifications panel and by email.

    Markdown

    Probo notifies a member when something needs their attention: a document to sign, a document to approve, a task assigned to them, or a mention in a task. Each notification shows in the notifications panel, and can also arrive by email.

    NotificationSent whenMessageClears when
    Document signature requestsA document version is sent to the member for signatureDocument is ready for your signatureThe member signs, or the signature request is canceled
    Document approval requestsA document version is sent to the member for approvalDocument is waiting for your approvalThe member approves or rejects, or the approval is voided
    Task assignmentsSomeone else assigns a task to the memberYou were assigned taskThe member opens the task
    Task mentionsSomeone else adds a mention of the member to a task description or comment. See Mentions.You were mentioned in taskThe member opens the task

    Probo does not notify you about your own actions: assigning a task to yourself or mentioning yourself sends nothing.

    • Console: open the menu at the bottom of the sidebar and choose Notifications. A badge on the bell icon shows how many notifications are unread.
    The bottom of the console sidebar, with the Notifications item and its unread count highlighted above the member's name
    • Employee portal: select the bell next to your name, at the top right.
    The employee portal header, with the notification bell and its unread count highlighted next to the member's name

    Both list the notifications for the current organization, newest first.

    Selecting a notification opens the item:

    • Signature and approval requests open the document’s Signatures or Approvals page in the employee portal, or the document in the console when the organization has no employee portal.
    • Task notifications open the task in the employee portal, or in the console when the organization has no employee portal.
    The Notifications panel header, with (1) the mark all as read icon and (2) the notification settings icon highlighted

    The panel header has two icons:

    1. Mark all as read (the double check) clears every unread notification in the organization at once, including signature and approval requests that are still open. The underlying request stays open: the document still waits for your signature or approval.
    2. Notification settings (the gear) opens your email preferences.

    A cleared notification gets no further emails.

    Each member decides how every notification type reaches them by email. Select the gear in the notifications panel, or open Notification settings in the employee portal. The settings under Email apply to the current organization only.

    Notification settings in the employee portal, with a delivery choice for document signature requests, document approval requests, task assignments, and task mentions

    OptionBehavior
    NoneNo email. The notification still shows in the notifications panel.
    EachOne email for each new notification, sent on the next email run (every few minutes).
    RemindersThe default. A grouped email once a notification has been unread for 15 minutes, then up to three reminders while it stays uncleared.
    WeeklyOne email on Monday listing the items that are still uncleared.

    With Reminders, Probo sends a reminder one day after the first email, then two days after that, then three days after that, and then stops. A reminder that falls on a Saturday or Sunday moves to Monday at the same time. The weekly email goes out on Monday at 16:00 UTC.

    Each type has its own setting, so you can, for example, get each signature request right away and a weekly digest of task mentions.

    On Probo Cloud the timings above are fixed. A self-hosted deployment can change them:

    SettingDefaultMeaning
    probod.notifications.email.interval300 (seconds)How often the email worker runs
    probod.notifications.email.debounce-delay900 (seconds)How long a notification stays unread before the first Reminders email
    probod.notifications.email.reminder-interval86400 (seconds)Base reminder cadence. Reminders go out at 1x, 2x, and 3x this interval
    probod.notifications.weekly.weekday1 (Monday)Day of the weekly email, from 0 (Sunday) to 6 (Saturday)
    probod.notifications.weekly.hour16Hour of the weekly email, in UTC

    Emails need a working mailer. See Config file and the Config reference.