Why notifications matter
The whole point of waxTable is to keep work moving — a proposal drafted, reviewed, approved and sent. Notifications are how you know when it's your turn to act, or when something important has happened, without sitting and watching a screen.
Good notification settings strike a balance: enough to keep deals progressing, few enough that you don't tune them out. You choose which events matter to you and how you'd like to hear about them.
What you can be notified about
Notifications follow the lifecycle of a document, so the events you'd want to know about map neatly onto the work itself.
- Approvals — a document is waiting for your sign-off, or one you submitted was approved or rejected.
- Sends — a document has been sent from your domain.
- Opens and reads — a recipient has opened or read something you sent.
- Waxe activity — a generation has finished, or Waxe has proposed edits for your review.
- Team and account — invitations, role changes and other workspace updates.
Tracking on the recipient side — opens and reads — is covered in more depth under Track opens & reads.
Set your preferences
Open notification settings
Go to your account settings and find the notifications area.
Pick the events that matter
Turn on the categories you care about and turn off the noise.
Choose how you're told
Decide whether you want in-app alerts, email, or both, where those options are available.
Save and refine
Live with it for a few days, then dial individual events up or down until it feels right.
Don't miss an approval
Approvals are the notifications most worth getting right, because a document stuck waiting for sign-off is a deal that isn't moving. Keep approval alerts on if you're an approver, and make sure absences are covered.
- Keep "waiting for your approval" alerts switched on if you sign documents off.
- Set up cover for when you're away so nothing stalls — see Out-of-office routing.
- Review how sign-off flows are built in Approval ladders.
Reduce the noise
If notifications start feeling like clutter, trim rather than mute everything. Turning off the events you don't act on keeps the few that matter visible and worth reading.