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Automate

Notifications & Reminders

Automatic alerts that keep work from stalling

Key benefits

  • Auto alerts
  • Expiry reminders
  • One-click extension
  • Progress tracking

Ideal for

  • Time-sensitive documents
  • Follow-up automation
  • Deadline management
  • Team coordination

5 capabilities

What Notifications includes

Notifications & Reminders handle the follow-up so nothing slips. You get alerts when a template is sent, viewed, completed, expires, or is waiting on someone. Recipients get timely nudges to act, and senders can extend a template's deadline or fire off a reminder in one click. These small automatic touchpoints add up to noticeably faster turnaround and fewer things stuck in limbo.

Auto Email Alerts

Notify people automatically when a template is sent, viewed, or completed, so everyone involved stays in the loop and the process keeps moving without anyone chasing an update.

Expiry Reminders

Warn recipients when a template is about to expire, giving them time to finish what's pending. It's a simple way to speed up turnaround and cut down on workflows that never get completed.

Extend Template Validity

Admins and senders can push back a template's expiry in one click when a recipient needs more time. The workflow keeps going without anyone having to resend the whole thing.

Manual Reminders

Send a recipient a custom reminder when something needs a nudge. It's the flexible option for time-sensitive work and pending items that just need a little push.

Sender Notifications

Senders get an update whenever a recipient interacts with a template, so they can track progress without checking manually, and everyone stays accountable through the whole process.