Task guide
Your profile and what you are told
Keep your own details current and choose how each kind of notice reaches you, in the app, by email or by text message.
Your profile
Open your name at the top of the screen or at the foot of the menu to reach your own pages, as tabs: Profile, Preferences, Security, Sessions, Notifications, Calendars, Booking hours, Connections, Exports, Imports, Leave, Access and My standing, as your permissions allow. How the console looks, opens and reads times is under Preferences (Your preferences).
Changing your email address sends a confirmation to the new address and a notice to the old one, so nobody can quietly move your account to an address they hold.
Choose how you are told
Every notice the system sends is a named kind, such as a hearing coming up, a task assigned to you or a document waiting for your approval. For each kind you choose the channels.
- Open your profile, then its Notifications tab. Under Delivery:
- Digest gathers quiet notices into one email: Off, Daily or Mondays; urgent ones still go at once.
- Digest hour is the hour it goes, in your own time zone; The firm's follows the hour the firm set.
- Time zone is the zone your digest and quiet hours are read in, the same one your Preferences use.
- Quiet hours hold email and text that can wait until they end, such as 21:00 to 07:00. Notices in the app are never held, and nothing critical, no deadline and no hearing ever waits.
- The notices are grouped by what they are about. Find one by its words, or open a group from the list beside them; show the essential notices, the ones you have customised, or all of them.
- Each row is a kind of notice and each column a channel. Tick the channels you want.
- Choose Save preferences. Your choice wins over the firm's default for that kind.
The firm's defaults
Settings, Communications, Notifications, Firm defaults is the same grid for the whole firm: what every person starts from, and what somebody who has never chosen for themselves receives. A person's own choice wins over it.
Channels every notice must use, under Settings, Communications, Messaging, Settings, sets the firm's minimums: the channels every critical notice always goes by (email and text unless the firm changes it) and, for any category, channels it always goes by. Nobody can turn those off, neither a person nor the firm's own defaults. Every change is recorded in the settings history. The Wording tab beside it, and the text message rules under Messaging, are explained in Word the firm's notices, and keep text messages within budget.
The notification centre
The bell at the top of the screen counts what you have not read. Open it to read, filter and mark notices read; each one links to the record it is about. A critical notice about the work shows I've got this until somebody takes it (Critical notices, taking them and escalation); Waiting narrows the list to those nobody has taken. A notice you received as somebody's cover is marked Covering, one escalated to you is marked with whose it was, and a colleague's notice you hold as their delegate is marked For their name.
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Read next
- Your preferencesSet how the console looks, how its menus open, where you land, the clock you read times on, how lists open and your own diary week.
- Sign in and turn on two step sign inSign in at your firm's Docavra address, set a strong password, and protect the account with an authenticator app or an emailed code.
- Reminders and escalationHow reminders climb from the holder to the partner and the managing partner, why each must be acknowledged, and what leave does.
- Critical notices, taking them and escalationWhy a critical notice waits for somebody to say "I've got this", how it is escalated to the supervisor and the department head when nobody does, and how a delegate takes one for a colleague.