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My Inbox: Notifications, Invites, and Mobile App Notifications

To effectively manage notifications, invites, and form requests in the My Inbox section of the platform, as well as on the mobile app.

 

Key Steps:

  1. Accessing My Inbox:
    • Locate the My Inbox section in the Me menu on the left-hand side.
    • Pay attention to the badge indicating the quantity of notifications.
    • Click on the bell icon in the top right corner to view recent notifications.
  2. Managing Notifications:
    • Mark unread notifications as read.
    • Snooze notifications for future reminders.
    • Take necessary actions directly from the notification (e.g., download files, make comments).
  3. Bulk Actions:
    • Mark multiple notifications as read at once.
    • Mark all notifications as read to clear the inbox.
  4. Invites for Form Requests:
    • Receive form requests in the invites section.
    • Fill out requested forms directly from the invites section.
  5. Mobile App Interaction:
    • Download the mobile app from the Apple App Store or Google Play Store.
    • View and manage notifications on the mobile app.
    • Clear notifications, search, mark as read, and snooze directly from the mobile app.

Cautionary Notes:

  • Be cautious when marking notifications as read or snoozing, ensure you do not miss any important actions or reminders.
  • Double-check actions taken on notifications to avoid errors or mismanagement.

Tips for Efficiency:

  • Regularly check and manage notifications to stay up-to-date.
  • Use bulk actions to quickly clear or mark multiple notifications.
  • Utilize the mobile app for on-the-go notification management.
By following these steps, you will effectively manage notifications, invites, and form requests in the My Inbox section and on the mobile app.