The following table lays out the various email notifications sent from Ironclad, what workflow step they occur on, what action triggers them, and who receives them. Please note this does not include any notifications sent by your eSignature provider.
You can change notifications by going into User Settings → Notifications → Select "More" to receive the following notifications:
You can also check the above box to receive email notifications listed out in the table below under "Owner: Checked (opt-in)".
Note: Any action that a user takes themselves will not trigger an email notification.
Step |
Action |
Non-Owner: Default |
Non-Owner: More |
Owner: Unchecked (default) |
Owner: Checked (opt-in) |
| Create | |||||
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Form Assigned |
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| Review | |||||
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Review Assigned |
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Review Rejected |
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| Share Draft Failed | |
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| Information Updated | |
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| Approvals Collected | |
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| Linked Source Refresh | |
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| Linked Source Refresh Error | |
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| Review Approved | |
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| Updated from Email | |
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| Review Approved | |
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| Response to Thread | |
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| Sign | |||||
| Signature Assigned | |
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| Signature Request Sent | |
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| Signature Collected | |
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| Signature Declined | |
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| Revert to Review | |
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| Archive | |||||
| Archive Assigned | |
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| At Any Step | |||||
| Reminder | |
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| @Mention Added | |
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| Workflow Email Received | |
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| Comment Added | |
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| Workflow Canceled | |
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