Email notifications for document requests

You will receive an email notification when your financial institution creates a new document request for you to fulfill.

Email notifications are sent based on the following schedule as the due date approaches:

  • 30 days
  • 15 days
  • 5 days
  • 3 days
  • 2 days
  • 1 day

You will receive an email daily if the document request becomes past due.

The email will not display details about the documents being requested. You will receive one email regardless of how many documents are due. 

You can set a preferred delivery time for document request notifications:

  1. Navigate to Employees.
  2. Click on the employee name.
  3. Check the Email Notifications box. These email notifications are for document request notifications ONLY. You must be the primary contact for your financial institution, an Administrator, or a Consultant to receive document request related email notifications.
  4. Select the time and time zone.
  5. Click Save.

Note: The preferred delivery time will set a one hour window for scheduled emails to be delivered after the selected time. You may still receive unscheduled emails such as a declined document notifications or new document requests outside of the preferred delivery time.





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