Manage the email updates you receive from SourceDay by choosing a notification frequency for each type of update. You can also forward notifications to a colleague while you are out of the office.
1. Log in to SourceDay
Log in to your SourceDay account. If you have not set up your account, follow the instructions to create your login.
2. Open your email notification settings
- Click your profile name/picture in the upper-right corner of the dashboard.
- Select Account Settings.
- Select Email Notifications from the left-hand menu.
3. Choose your notification preferences
Review the following categories and use the dropdown next to each notification type to choose how often you want to receive emails.
| Notification category | Updates covered | Recommended frequency |
|---|---|---|
| New orders and changes | New POs, new planned POs, and buyer proposals, rejections, or PO changes in the ERP. | Real Time |
| Status updates | Buyer acceptance of proposals or PO confirmations, PO status changes, and buyer messages. | Daily |
| Deadline alerts | POs that are due soon or late. | Daily |
| Notes or attachment updates | New PO notes or SourceDocs attachments added by the buyer. | Daily |
Options include:
- Real Time: Receive notifications as updates occur.
- Hourly: Receive an hourly digest of updates.
- Daily: Receive notifications once a day.
- Never: Notifications will not be sent out when selected (not recommended).
If you are unsure which option to choose, use the recommended setting shown in each section as a starting point.
4. Forward notifications to a colleague (optional)
If a colleague needs to receive your notifications while you are away:
- Scroll to the Email Forwarding section.
- Switch the toggle to On. The toggle turns blue when forwarding is enabled.
- Enter the email address in Additional recipients so your colleague receives the same notifications.
When you return: Switch Email Forwarding to Off if your colleague no longer needs to receive your notifications, then click Save Changes.
5. Save your changes
Click Save Changes in the upper-right corner of the Email Notifications section to apply your notification and forwarding preferences.