Notifications
Smartr365 keeps you informed about important events with in-app notifications. You'll receive alerts when tasks are assigned, clients upload documents, cases are created, and more.
Accessing Notifications
Click the bell icon in the top navigation bar to open your notification panel. A badge shows the number of unread notifications.
Notification Types
You'll receive notifications for the following events:
New Task Assigned – A task has been created or reassigned to you
New Case Assigned – A case has been assigned to you
Client Document Upload – A client has uploaded documents to their portal
Document Acknowledged – A client has acknowledged a document
Fact Find Submitted – A client has completed their fact find
ID Verification Complete – Online identity verification has been approved
Data Import Complete – A bulk data import has finished processing
Data Export Complete – A data export file is ready for download
Managing Notifications
View details – Click a notification to navigate directly to the relevant page (e.g., the case, task list, or document store)
Mark as read – Notifications are automatically marked as read when you click them
Mark all as read – Use the "Mark All Read" button at the top of the panel
Delete – Remove individual notifications using the delete button
Clear all – Remove all notifications at once using "Clear All"
Filtering Notifications
Use the tabs at the top of the notification panel to switch between:
All – Shows all notifications
Unread – Shows only unread notifications
Automatic Updates
Notifications refresh automatically while you are using Smartr365. New notifications appear at the top of the list, and the bell icon badge updates to reflect the current unread count.