Documentation

Collaboration

Comments and Notifications

Understand unread comment counts, email digests, and the navbar notification bell.

Steps

  1. 1

    Clients leave comments from the portal document page.

  2. 2

    Unread client comments appear in the navbar bell and on saved invoice cards.

  3. 3

    Opening the saved invoice activity thread marks that document's client comments as read.

  4. 4

    Email notifications are consolidated into a digest instead of being sent for every comment.

  5. 5

    Business replies stay in the thread and do not email the client automatically.

Notes

Notification polling pauses while the browser tab is hidden.

The email digest quiet window can be configured with COMMENT_DIGEST_DELAY_SECONDS.