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      Notifications in Corfix

      This article will go through notifications are sent through Corfix.

      Notifications in Corfix

      Corfix supports three types of notifications to help you stay on top of important updates:

      • Email Notifications

      • Push Notifications (mobile)

      • In-App Notifications (web or mobile)

      This guide explains what each notification is, where to configure it, and what happens when you click it.

      1. Email-Only Notifications

      These notifications are delivered only by email—no push or in-app version.

      Welcome to Corfix

      • When sent: When a worker is activated for the first time.

      • Content: Login details and a temporary password.

      • Variations (4 types):

        1. Admin access – first-time user

        2. Mobile app only – first-time user

        3. Admin access – already part of another company

        4. Mobile app only – already part of another company

      New Verification Code

      • When sent: When resetting or changing your password.

      • How triggered:

        • From the login screen

        • From the Edit My Account Details page

      • Purpose: Contains a verification code you must enter into Corfix to confirm ownership of the email.

      Expiring Certifications

      • When sent: Mondays at 6:00 AM EST

      • Content: Table of certifications that are expiring soon or already expired.

      • Who receives it: Configured via:

        1. Go to Certifications Dashboard

        2. Click Notification Settings (top right)

        3. Add users to Administrators to Notify list

        4. Enable Email Notifications

        5. Click Save

      2. Standard Notifications

      These can be sent via Push, Email, or In-App.
      Configuration depends on whether you’re an Admin or Mobile App User.

      How to Configure

      Mobile App:

      1. Open the hamburger menu (☰)

      2. Tap your name

      3. Tap Edit Notification Settings

      4. Adjust preferences

      5. Save

      Admin (Web):

      1. Go to My Account Details (left menu)

      2. Click Edit My Notification Settings

      3. Adjust preferences

      4. Save

      Notification Types

      Notification When Sent Who Receives Links / Actions
      New Form (Signature) Added to a form for signature Assigned users, external signers Email: External Signing Portal
      Push: App Form Signing Page
      In-App: App Form Signing Page
      Incomplete Form Mon–Fri, 10 hours after form creation if not signed; or when using “Resend Notification” Internal signers Same as above
      New Resource A new resource is added Determined at resource creation Opens binders page with resource preview
      Flagged Template Used (unused) Form completed and template has Auto Email enabled Auto Email list from template Opens form details
      Certification Upcoming Expiry (unused) When certification becomes “Expiring Soon” or “Expired” Assigned users Admin: Edit certification
      Mobile: Certifications preview
      My Certification Upcoming Expiry Same as above, but for your own certifications Certification owner Same as above
      New Certification Review Certification created in “Pending” Configured via Certifications Dashboard → Notification Settings Opens certification edit page
      New Task Task created or updated Assigned users Opens task details
      New Task Note Note added to a task Task creator and assignees Opens task details
      Form Change / Modified A submitted form is edited Form signers Opens form details
      Punch-Out Reminder / Forgot to Punch-Out You’re punched in past configured time Configured in Timekeeping → Settings Admin: Edit timecard
      Mobile: Timekeeping dashboard
      Form Requires Review / Flagged Template Fully signed form requiring review Template reviewers Opens form details
      Flagged Timecard Timecard flagged Configured in Timekeeping → Settings → Flagging Admin: Edit timecard
      Flagged Form / Form Review Flagged Field Form created with a flagged field Template reviewers Opens form details
       

      3. Known Issues

      • Multiple Companies
        If you’re linked to more than one company, some notifications may not behave as expected.

      • Clicking Email Links on Mobile

        • If logged into a different company, you’ll land on the dashboard instead of the intended page.

      • Clicking Email Links on Admin (Web)

        • If you select the wrong company at login, you’ll be redirected to the dashboard.

      • Push Notifications

        • If logged into a different company, app opens to dashboard instead of intended page.

      • iOS Email Links

        • Must be opened in Safari (default browser) for deep linking to work.

        • Links opened in Chrome or other browsers won’t direct into the app.