Choosing which emails you get

Cartenda emails you when clients send documents and when they write to you. You choose how much of that you get, separately for each workspace you belong to. These settings change only your own email, never a teammate's.

All of these are under Settings, on the Notifications page of your account, and each saves as soon as you choose. They are your own choices for the workspace you are in, so they change nobody else's email. The one exception is getting-started tips, which are yours in every workspace.

Morning summary#

Turn on Email me a summary each morning for one email at 8 in the morning, your firm's time, listing what is waiting on the firm: replies to review, requests past your own due date, items a client can't provide, and profile updates to accept. Nothing is sent on a morning with nothing waiting.

Email when documents arrive#

Choose which clients' documents you are emailed about:

• All clients: an email whenever any client sends documents. This is where everyone starts.
• Only clients assigned to me: only clients assigned to you, or requests given to you. The setting shows how many clients you have, so you can see if you would hear nothing.
• None: no email when documents arrive. You still hear about signatures and infected files.

The same choice covers a client adding files to their client group's vault. With Only clients assigned to me, you hear about it when the person who added them, or failing that the client group's primary, is assigned to you. See Client vaults.

Email when a client writes#

This covers a client's reply to an email or text Cartenda sent them, and a question a client asks about something on their request.

• All clients: an email whenever any client writes. When several messages arrive on one request within a few minutes, you get the first straight away and the rest together in one email about 15 minutes later.
• Only my requests: only requests given to you, requests for clients assigned to you, and requests you sent that nobody else is following.
• None: no email when a client writes.

Whatever you choose, every message is still kept on the request, and you are still emailed when a teammate mentions you in a comment.

Getting-started tips#

When you open a new firm on Cartenda, you get a welcome email once your address is confirmed. After that, a few short tips arrive, counted from when you confirmed: a day later if you haven't built a form, three days later if nothing has been sent, and a last note after six days, unless your trial is about to end, when the email about that takes its place. If you signed up with Google or Microsoft, your address counts as confirmed straight away. Each is sent only while that step is still undone, during your firm's working hours, and they stop for good once you send your first form. People you invite to the firm don't get them.

To stop them, use the link at the bottom of any tip, or turn off Email me getting-started tips. Emails about your account, like your trial ending, still arrive.