Skip to content

Notifications

Overview

Portal will automatically notify you through Notifications each time there is an event that affects you.

When there is a notification that affects you, you will see a Red pulsing dot appear in the Notifications section of the site. Notifications are sent real-time using SignalR

You will see a list of new and some previous notifications.

Permissions

As a user with Notification permissions, you will be able to View Notifications in the Portal.

To access Notifications, you need to have the following permissions.

  • Notifications.View

Notification Events

We are currently triggering a Notification on the following events.

  • Assigned or Removed from a Matter or Matter Component
  • Assigned or Removed from a Project or Project Task
  • When you have been requested to review a Document
  • When a Document request, you have made has been Approved or Rejected
  • When an Invoice you requested approval for is approved or rejected
  • When an Invoice you Drafted is Processed
  • Need to include this Approve or Rejected a Trust Account Request

Clicking on the new Notification (light blue) will let the system know you have read the notification, and this will be marked as read (light grey).

SBOS.AI Platform Documentation