Communication

Configure notifications and reminders

Set reminders, completion emails, BCC recipients, and delivery behavior without creating notification noise.

Workspace administrators and operations leads10 minutes

Before you begin

  • Administrator access
  • Working email delivery

What you will complete

  • A documented notification policy tested against the mail provider

Configure reminders

Choose a reminder interval that matches the urgency and expected signing window. Avoid aggressive reminders for low-urgency agreements.

Configure completion copies

  • Choose whether workspace users receive completion emails.
  • Add BCC recipients only for approved operational mailboxes.
  • Confirm whether recipients can request a copy from the completed page.
  • Review download-link expiration and authentication together with email content.

Test the notification path

  1. 1Send a provider testUse the mail test action and verify inbox placement.
  2. 2Complete a test submissionObserve invitation, reminder, completion, and copy behavior.
  3. 3Inspect eventsConfirm queued and provider delivery events appear in submission activity.

Continue with

Personalize email contentConnect email integrations