PARSER GUIDES

Notification Preferences

Settings & Permissions

Choose which optional emails you receive and when summaries arrive

Use Notification Preferences to control the emails sent to your signed-in account.

You can set:

• How assignment emails are sent
• The time for daily summary emails
• The day and time for weekly summary emails
• Timezone for notification timing
• Which optional guidance and product emails you receive

Some choices apply only to the team you are viewing. Others apply to your account across all teams. PARSER labels each option This team or Account.

Where to find it

1. Open the team menu.

2. Click Notifications.

You can also open it directly with your team URL: /t/[your-team-slug]/notifications

Set document assignment emails

In Document Assignment, choose how assignment emails should be sent:

• Off - No assignment emails
• Immediate - Send an email right away
• Daily summary - Send assignment updates in a daily summary

Use this when you want fewer interruptions or faster alerts.

An immediate assignment email identifies the parser, document, and review stage. If the stage owner added Reviewer instructions, the email includes those instructions too.

Turn daily summary on or off

In Daily Summary:

1. Turn the switch on.

2. Choose Send at time.

PARSER sends one daily summary email at your selected time.

Turn weekly summary on or off

In Weekly Summary:

1. Turn the switch on.

2. Choose the day.

3. Choose the delivery time.

Weekly summary sends a recap of last week's activity.

Set your timezone

In the top-right Timezone selector:

1. Click the timezone dropdown.

2. Search and select your timezone.

Notification times follow this timezone, so summaries arrive when you expect.

Choose optional emails

Under Optional emails, use the master switch or choose individual categories:

• Getting started
• Trial guidance
• Parser recommendations
• Credit and usage alerts
• Product updates
• Surveys and reviews
• Retention offers

Getting started, trial guidance, parser recommendations, and credit alerts are set for the team you are viewing. Product updates, surveys, and retention offers apply to your account.

Required service emails

Account and security, billing and subscription, and service and access messages are always sent. These include password resets, payment failures, receipts, credits exhausted, and important service notices.

Optional and digest emails include links in the footer for managing your preferences.

Tips

• If your team reviews documents quickly, use Immediate assignment emails.
• If your team prefers fewer emails, use Daily summary.
• Check timezone first if summary emails arrive at the wrong local time.
• Check the This team or Account label before changing an optional category.

Next steps

• Team Management - Manage members and roles
• Reviews & Approvals - Build a review flow for your team
• Exporting to Email - Automatically email extracted document data