Notifications

Learn how to stay informed about important events in Trustform with system notifications – both inside the platform and via email.

Overview

There are two types of notifications in Trustform – in-app and email. Both keep you informed about important updates and actions that require your attention.

In-App Notifications

You can access notifications by clicking the Bell icon in the top bar. If there are unread notifications, a blue dot and a counter appear on the icon:

• Unread notifications are highlighted with a blue indicator and bold text

• Clicking a notification opens the related client or process and automatically marks it as read

• You can quickly clear all unread notifications using the Mark All as Read button

Email notifications

In addition to in-app alerts, Trustform can send notifications to your email – useful if you are not actively working inside the platform.

Adjust Notification Settings

To change how and where you receive notifications, follow these steps:

1

Open Notification Settings

Click the Bell icon in the top bar, then click the Gear icon in the top-right corner of the panel.

2

Select an event type

Click a specific event (for example, Account Closed) to expand its notification options.

3

Choose delivery channels

Enable or disable In-App and Email notifications using the toggles.