Automate

Notifications & Reminders

Automated alerts to keep workflows moving

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Key Benefits

What you'll achieve

Auto alertsExpiry remindersOne-click extensionProgress tracking

Ideal For

Perfect use cases

Time-sensitive documentsFollow-up automationDeadline managementTeam coordination

5 Capabilities

Everything included in Notifications

Notifications & Reminders automate communication across your document workflows, ensuring no task is forgotten. Users receive alerts for template sends, views, completions, expiries, and pending actions. Recipients receive timely reminders prompting them to take action. Senders can extend template validity or send manual reminders with one click. These automated touchpoints significantly improve document turnaround times. They help teams stay proactive and reduce operational delays.

Auto Email Alerts

Automatically notify users when templates are sent, viewed, or completed. Ensures participants stay updated throughout the workflow. Reduces communication delays. Helps keep processes on track.

Expiry Reminders

Send alerts when templates are nearing expiration to prevent delays. Gives recipients time to complete pending actions. Helps improve turnaround times. Reduces incomplete workflows.

Extend Template Validity

Admins and senders can extend template expiry with a single click. Useful when recipients need more time to complete tasks. Ensures workflows aren't halted due to timing issues. Keeps templates active without re-sending.

Manual Reminders

Send custom reminders to recipients to take action. Helps accelerate pending workflows and reduce delays. Especially useful in time-sensitive processes. Gives teams flexibility during follow-ups.

Sender Notifications

Senders receive updates whenever recipients interact with templates. Helps track progress without manual checking. Improves workflow visibility and follow-through. Ensures accountability across the process.