USING GETTINGDOCS
Notifications
The bell, the notifications page, what every notification means and what to do about it, and which are also emailed to you.
The bell and pop-ups
The bell at the top of every page counts what you haven’t read. Click it for the latest, or wait: new ones also pop up in the corner, most urgent first, with a View button.
The notifications page
Notifications in the sidebar keeps everything: unread first, read ones in their own tab. Search by person, campaign or wording, and sort newest or oldest first.
- Click a notification for its details: who, which campaign, which document, what is still outstanding.
- The … menu marks one read without opening it, and, where we have a link to the candidate’s ATS record, opens it there.
What each one means, and what to do
Most need nothing from you; they are there so you can see the work being done. The ones that need you say so.
| Notification | What happened | What to do | Also emailed |
|---|---|---|---|
| [Name] sent their [document] | A document arrived and was filed. | Nothing. | Yes |
| [Name] replied by email | They wrote without sending a document. Amy has already answered. | Read it if it needs a person. | Yes |
| [Name] is back in touch | Someone flagged for going quiet has replied. Chasing has resumed. | Nothing. | Yes |
| Document filed to [your ATS] / Document Saved to Drive | A document reached its home. | Nothing. | Yes |
| [Document] sent back to [name] | Amy or your team rejected a document. They were told why. | Nothing, unless it was fine: click it on the campaign and Accept it. | Yes |
| [Document] accepted after all | A rejected document was accepted again. | Nothing. | Yes |
| [Right document] was filed as [other] | Amy found a document filed under the wrong name and moved it. | Nothing. | Yes |
| Reminder sent | Amy chased someone on schedule, or you used Send list now. | Nothing. | No, app only |
| Client needs attention | Someone went quiet for the campaign’s flag-after-silence days. | Send list now, or give them a call. | If Stuck client alerts is on |
| Action required: invalid phone number | Their number can’t receive WhatsApp, so nothing reached them. | Fix the number in Clients. | Yes |
| Message Delivery Failed | A WhatsApp message couldn’t be delivered. | Check their number. | Yes |
| URGENT: Document Upload Failed | A document arrived but couldn’t be saved, even after retries. | Retry it on the campaign. | Yes |
| Document format not accepted | Your ATS refused the file itself. | Reject it to ask for a different copy. | Yes |
| File too large to keep | Over 25 MB. They have been asked for a smaller copy. | Nothing. | Yes |
| Document saved to Drive, not [your ATS] | Your ATS wouldn’t take it, so it went to Google Drive. | Attach it in your ATS yourself if you want it there. | Yes |
| URGENT: Emailed document could not be saved | An emailed attachment never reached us intact. | Ask them to resend, or download it from the email. | Yes |
| File blocked by security check / File type not accepted | A file failed our security check, or was a program rather than a document. They were told. | Nothing, unless it keeps happening. | Yes |
| Document delayed, not lost | The security check is taking longer than usual. | Nothing. | Yes |
| [Your ATS] rule stopped | A chase rule hit an error and stopped. You hear about this at most once a day. | Open it in Settings → Integrations. | Yes |
| Email campaign paused - domain not verified | Emails can’t send until your sending domain is verified. | Finish the domain setup in Settings → Integrations. | Yes |
| Campaign Launched / Campaign Complete | A campaign started, or finished (everyone sent everything, or you marked it complete). | Nothing. | Yes |
Email alerts
Everything except reminders can also be emailed to you. Turn email on or off, and choose whether you hear about candidates who go quiet, in Settings → Notifications.