Managing User Notifications in Docs

Overview

All agreement actions within Docs generate email notifications. Docs users can work with firm Administrators (Admins) to determine which emails they need to receive, and Admins can subscribe users to specific agreement notification groups. These settings can be managed from the 'Users & Parties' > 'Manage Email Settings' tab in Docs.

Note: This section was previously called 'Manage Users', but as of March 20, 2026, Docs user management was moved to the User Hub. Please see more details here: Adding-New-Users-and-or-Permissions-for-Docs 

Email Settings

Docs Party Admins may enable user profiles for notification groups through the 'Manage Email Settings' tab under 'Users & Parties' in Docs. Admins should ensure that they subscribe users to the relevant email notifications in Docs after creating new user profiles in the User Hub.

User Email Settings are grouped into the following categories, which may be configured by Party to tailor notifications. Emails may be sent based on the bolded notification groups below, with workflow details denoting actions covered by each group.

Agreement Initiation: New agreement initiated, agreement parties updated, party not found request information

• Agreement initiated and placed in Composition
• Party not found or Visibility Request sent to all party Admins
• Party not found request rejected by requested party
• Update to the parties on agreement

Rates Workstream: Updates to Rate Schedule workstream

• Rates added or updated
• Bill to party of the agreement updated
• Rates Workstream is ready for approval by all parties
• Rates Workstream approved
• Rates Workstream rejected by a party
• Execution phase approver rejected one or more workstreams, putting the agreement back into Composition status

Legal Workstream: Updates to Legal Language workstream

• Agreement jurisdiction added or updated
• Legal text of agreement updated
• Execution phase approver rejected one or more workstreams, putting the agreement back into Composition status
• Legal Workstream approved
• Legal Workstream is ready for approval by all parties
• Legal Workstream rejected by a party

Clearing Account Workstream: Updates to Clearing Account workstream

• Clearing accounts added/updated
• CA Workstream approved
• Execution phase approver rejected one or more workstreams, putting the agreement back into Composition status
• CA Workstream is ready for approval by all parties
• CA Workstream rejected by a party

Agreement Execution: Agreement updates while in Execution state

• Agreement approved by single party on the agreement
• Agreement executed by all parties to the agreement
• Agreement ready to be approved by all parties to the agreement

Agreement Termination: Agreement termination date set and agreement terminated

• Date set for agreement termination
• Agreement terminated

Agreement Comments and Dates: Comments added to agreement and updates to agreement dates

• Comment added to the agreement
• Dates on the agreement updated while agreement is in Composition

Transition Notices: Transition notices, new notices available, and notice rejections

• Transition notice issued
• Transition notice rejected
   

Section 2 Notices: Section 2 notice emails

Note: These may not be changed or removed.

• Section 2 notice issued

Opting out of Email Notifications

Users who do not wish to receive emails may do so by having their Admin remove all email permissions. 

**Note that some email notifications (such as Section 2 notices) cannot be unsubscribed.