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:
- 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.
- 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).
- Bulk Actions:
- Mark multiple notifications as read at once.
- Mark all notifications as read to clear the inbox.
- Invites for Form Requests:
- Receive form requests in the invites section.
- Fill out requested forms directly from the invites section.
- 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.