Skip to main content
Skip table of contents

Manage Notifications as a System Admin

Staff Notifications

Staff notifications are for configuring the body of the emails that are automatically sent out through the system (for example, a notification that a signature is pending or that a form has been shared).

  1. Click Configuration from the main menu.
  2. In the Notifications section, click Staff Notifications.
  3. To update a notification, click Edit.
    1. In the Enabled drop-down, select Yes or No.
    2. Enter an Email Subject.
    3. Enter an Email Body.
  4. Click Save.

HR Notifications

HR notifications allow you to select specific users to receive notifications when specific events occur (for example, if a task is completed in the system or a question is submitted).

  1. Click Configuration from the main menu.
  2. In the Notifications section, click HR Notifications.
  3. To update a notification, click Edit.
    1. Choose a Notification Type.
    2. Select an Email Recipient.
    3. Enter an Email Subject.
    4. Enter an Email Body.
  4. Click Save.

Mail Merge Tags

When entering an email body, use these mail merge tags:

TagDescription
[[RecipientFirstName]]Recipient's first name
[[shared notes link]]View shared notes
[InBox_Question]
[InBox_Answer]
[[ApprovalLink]]Approve this form
[[SignatureLink]]Sign this form
[[ProcessTaskName]]
[[ProcessName]]
[[ProcessDirectReportName]]
[[SupervisorFirstLastName]]
[[TaskAssignedLink]]
[[TaskGroupName]]
[[AssignedTaskList]]





JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.