Rooms are here to help you solve your clients’ financial opportunities. Send messages, upload documents, and collaborate with trusted professionals all in one secure area.
To assist in understanding Rooms notifications - What type of action, if an email and push notification gets sent and who receives these notifications are all listed in the chart below.
Note: No notification is sent when a Room is created. Notifications are triggered only by the actions listed below.
| Action Item | Location | Push Notification | Who gets notified | |
|---|---|---|---|---|
| Email Members | ✔ |
Those chosen | ||
| (@) Mention (Messages in Chat) | Chat | ✔ |
✔ |
Person selected in the (@) mention |
| To-do Creation | Tasks | |||
| To-do Reminder | Tasks | ✔ |
Assignee of the To-do | |
| To-do Completed | Tasks | ✔ |
Email to creator of To-do | |
| To-do Owner Change | Tasks | ✔ |
Email sent to new Assignee | |
| Digital Forms | Tasks | ✔ |
✔ |
Assignee of the Digital Form |
| Digital Form Completed | Tasks | ✔ |
All staff in the Room | |
| Doc Signing Request | Tasks | ✔ |
✔ |
Those required to sign |
| Doc Signing Completed | Tasks | ✔ |
Person who sent doc to sign | |
| Uploading Docs | Documents | |||
| Adding Member | Members | |||
| Removing Member | Members | |||
| Closing Room | Settings | ✔ |
Client/Owners and all people in the Room except the one who closed it |
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