Text notifications for meetings, votes, surveys, and electronic signature requests can be a convenient way to keep up to date with board happenings. Standard, Professional and Enterprise Plan portals include the opportunity for board/committee members to enable these notifications according to which features are in the portal and personal preference.

Enabling/Disabling Text and Email Notifications

To set your email and text notifications:

1. Click your name on the sidebar menu, and select "Notification Preferences".
2. Toggle on/off the Email notifications you wish to receive.
3. Click +Add Phone Number and add the number to which you want text notifications.
4. Toggle on/off the Text Message notifications you wish to receive.
5. Click Save Notification Settings.

Questions? Chat with us

Updated on: 18/06/2025