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Notifications
Marco Fiumara avatar
Written by Marco Fiumara
Updated over 11 months ago

The notification system in Cimplico Workpapers aims to inform you of changes and updates that occur from collaborative software. While the notification system is extensive, notification preferences can be configured from your user settings, ensuring you are only being notified about what's important to you.

Notifications can be seen by clicking the bell icon in the top navbar. If you have outstanding notifications the bell icon will have an amber bubble on it.

notification bell with active notification

Clicking the icon will show your active notifications, along with several options.

Notification window open example


Notification

Let's look at what's featured in a notification.

Notification breakdown

From the example above we can see a notification consists of:

  • Read status: Indicated by a blue dot on the far left, indicating whether the notification has been read or not. Notifications are read once they have been clicked.

  • Icon: An icon + colour pair representing the domain the notification is related to for quick identification.

  • Title: The notification event that has occurred.

  • Context: The entity and workpaper that the event has occurred on.

  • Date: Relative date of when the event occurred.

To be taken to the source of the notification, simply click the event row. Doing this will also clear the read status.

๐Ÿ’ก Note

You can mark all notifications as "read" by clicking the Mark all as read button in the top-right corner of the notification window.


Clearing notifications

While notifications have a read status, they also can be cleared to remove the events from your notification window. To clear an event, simply check it off by clicking the circle on the right of the event.

Notification breakdown


Notification events

There are several notification events, grouped by event types. These event types have their unique icons. These events have been broken down by type below.

Workpaper events

Event

Description

Assigned to a workpaper

Get notified when you are assigned to a workpaper.

Removed from a workpaper

Get notified when you are removed from a workpaper.

Assignees added

Get notified when other users are added to a workpaper you are assigned to.

Assignees removed

Get notified when other users are removed from a workpaper you are assigned to.

Workpaper becomes active

Get notified when a workpaper you are assigned to becomes active.

Workpaper is archived

Get notified when a workpaper you are assigned to is archived.

Workpaper is completed

Get notified when a workpaper you are assigned is completed.

Export completed

Get notified when a scheduled workpaper export is completed.

Export error

Get notified when a scheduled workpaper export errors.

Workpaper certification events

Event

Description

Certification status has changed

Get notified when your certification status has changed on a workpaper.

Users have certified

Get notified when other users certify on a workpaper you are assigned to.

Certification removed

Get notified when someone removes their certification from a workpaper you are assigned to. If you removed your certification you will not be notified.

Worksheet events

Event

Description

Assigned to a worksheet

Get notified when you are assigned to a worksheet.

Removed from a worksheet

Get notified when you are removed from a worksheet.

Assignees added

Get notified when other users are added to a worksheet you are assigned to.

Assignees removed

Get notified when other users are removed from a worksheet you are assigned to.

Worksheet is reviewed

Get notified when a worksheet you are assigned to is reviewed.

Worksheet is awaiting review

Get notified when a worksheet you are assigned to is awaiting review.

Worksheet is excluded

Get notified when a worksheet you are assigned to is excluded.

Worksheet is in progress

Get notified when a worksheet you are assigned to is in progress.

Other schedule events

Event

Description

Assigned to an other schedule

Get notified when you are assigned to an other schedule.

Removed from an other schedule

Get notified when you are removed from an other schedule.

Assignees added

Get notified when other users are added to an other schedule you are assigned to.

Assignees removed

Get notified when other users are removed from an other schedule you are assigned to.

Other schedule is reviewed

Get notified when an other schedule you are assigned to is reviewed.

Worksheet is awaiting review

Get notified when an other schedule you are assigned to is awaiting review.

Worksheet is archived

Get notified when an other schedule you are assigned to is archived.

Internal comments events

Event

Description

Tagged in an internal comment

Get notified when you are tagged in an internal comment.

Replies to your internal comment

Get notified when users reply to your internal comments.

Internal comment is active

Get notified when your internal comment becomes active.

Internal comment is resolved

Get notified when your internal comment is resolved.

Client queries events

Event

Description

Tagged in a client query

Get notified when you are tagged in a client query.

Replies to your client query

Get notified when users reply to your client query.

Client query is active

Get notified when your client query becomes active.

Client query is resolved

Get notified when your client query is resolved.

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