Here's a guide to all of the email notifications that users receive from Summize
Users receive automated email notifications from both Repository-related and Request-related activities. You can see a list of all of these below, alongside when they're sent and to whom.
Request Email Notifications
Notification |
Sent when |
Sent to |
| Conversation mention | A new comment is left that includes an @mention | Each user who is @mentioned in the comment |
| Conversation activity | A new comment is left in a conversation |
The owner The requestor Anyone already involved in that conversation ( @mentioned users and/or users who have left comments) |
| Task assigned | A task is assigned to a user/group (can be new task or edited task) | All users who are assigned to the task (as individual or as part of a group) |
| Task unassigned | A task is edited and a user or group is removed as an assignee | All users who are unassigned from the task (as individual or as part of a group) |
| Task reminder | There are x1 or more pending tasks that are due within the next 48 hours | Individual users who are assigned to x1 or more pending tasks that are due in the next 48 hours |
| Request status has changed |
The status of a Request is manually changed The status of a Create or Review Request is automatically changed to ‘Sent for Signature’ or ‘Ready for Signature’ via the e-signature process |
The owner The requestor |
| Create Request completed |
A Create Request is submitted and the status is automatically set to ‘Completed’ because there are no required tasks for that template A Create Request is automatically set to ‘Completed’ after all required tasks are completed in ‘Draft’ |
The requestor The recipients entered into the “Notifications” section of the Create template |
| New Request submitted | A new Request is submitted and the notifications field in the template contains a user/group/outbound email value | The user/group/outbound email address in the notifications field in the template settings |
| You are the owner |
A new Request is submitted and the ‘Owner’ field for the template used contains a user The owner of a Request is manually changed (from the Info tab on the Request or from the Request table) |
The owner |
| Request owner has changed | The owner of a request is manually changed (from the Info tab on the Request or from the Request table) | The requestor |
| New version | A new version is added for a Create/Review Request |
The owner The requestor |
| Request has been signed | The contract has been fully processed and can be viewed in the Repository | Recipients added to the ‘Send notification to’ field during the Sign process |
| Request has been {declined-voided-deleted} |
An e-signature attempt has been declined, voided or deleted (in Docusign, Adobe Sign or One Flow) |
The owner The requestor The person that made the attempt |
Repository Email Notifications
Notification |
Sent when |
Sent to |
| Conversation mention | A new comment is left that includes an @mention | Each user who is @mentioned in the comment |
| Conversation activity | A new comment is left in a conversation |
The owner Anyone already involved in that conversation (@mentioned users and/or users who have left comments) |
| Task assigned | A task is assigned to a user/group (can be new task or edited task) | All users who are assigned to the task (as individual or as part of a group) |
| Task unassigned | A task is edited and a user or group is removed as an assignee | All users who are unassigned from the task (as individual or as part of a group) |
| Task reminder | There are x1 or more pending tasks that are due within the next 48 hours | Individual users who are assigned to x1 or more pending tasks that are due in the next 48 hours |
| You are the owner |
A new contract is added to the Repository and the owner is automatically set The owner of a repository contract is manually changed (from the Info tab on the Contract view or from the Repository table) |
The owner |
| New version | A new version is added for a Repository contract | The owner |
| Custom Event reminder | A calendar event reminder has been configured for a Repository contract | The user/group/outbound email address specified in the custom reminder |
| Custom Termination event reminder | A calendar termination event reminder has been configured for a Repository contract | The user/group/outbound email address specified in the custom reminder |
| 7 day/monthly calendar reminders for events and termination events |
Monthly: Sent on the 1st of the month and lists every calendar event due in the current month. 7 day: Sent 7 days prior to the calendar event date. |
Power/Power Pro users who have visibility of the contract The owner (regardless of licence type) |
| Request has been signed | The contract has been fully processed and can be viewed in the Repository | Recipients added to the ‘Send notification to’ field during the Sign process |