Clearmargin

Configure Notifications

Set up notification preferences and email signature.

Steps

  1. 1Go to Settings > Notifications /dashboard/settings/notifications.
  2. 2Configure overdue invoice reminder cadence (how many days after due date to send reminders).
  3. 3Set your email signature — appended to all outgoing invoice and proposal emails.
  4. 4Notification center is accessible via the bell icon in the top navigation.
  5. 5Click the bell icon to view recent notifications (document events: sent, viewed, paid, accepted, etc.).
  6. 6Mark notifications as read individually or all at once.

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