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Last Updated: 2026-01-09
Reference: Workflow Ticket Chart Notifications

Reference: Workflow Ticket Chart Notifications

Contract Management and Document Intelligence sends email notifications during the workflow process to:
  • Creates accountability.
  • Drives engagement.
  • Notifies individuals.
  • You can’t customize workflow email notifications; this includes the content, timing, and recipients.
  • Contract Management and Document Intelligence doesn’t send an email when the user advancing the page is also the recipient.
This table outlines the specifics for each email notification in the
Review
 stage.
Initiating Action
Recipient
Email subject
Message
The submitter moves the ticket from
Edit
 to
Review
.
Review coordinator
New assignment
The document moved from
Edit
 to
Review
.
You are the next reviewer, or the review coordinator reassigned the current step to you.
Reviewer
You were assigned as a reviewer.
You were assigned as a reviewer.
Users create a new version by uploading a new document or changing the form information.
Review coordinator
[Username] created a new version.
[Username] created a new version.
The review coordinator reassigns an approval step to a new user.
The review coordinator assigns an approval step
[Coordinator] or [Admin] removed you as a reviewer.
[Coordinator] or [Admin] removed you as a reviewer.
The review coordinator marks an item as approved.
Review coordinator
[Username] approved an item.
[Username] completed the following item.
Review Stage: [Stage name] / Review Criteria: [Criteria name]
The review coordinator marks an item as rejected.
Review coordinator
[Username] rejected an item.
[Username] rejected the following item.
Review Stage: [Stage name] / Review Criteria: [Criteria name] Note: [Note content]
All items are approved, and the ticket is ready to move to the
Sign
 stage.
Review coordinator
Awaiting confirmation
The document has completed the
Review
 stage and is awaiting confirmation.
This table outlines the specifics for each email notification in the
Sign
 stage.
Initiating Action
Recipient
Email subject
Message
The review coordinator moves the ticket from
Review
 to
Sign
.
Ticket submitter
Document moved from
Review
 to
Sign
.
The document moved from
Review
 to
Sign
.
The review coordinator moves the ticket from
Review
 to
Sign
.
Signature coordinator
You were assigned as the signature coordinator.
You were assigned as the signature coordinator.
A signer completes the document through e-signature.
Signature coordinator
[Signer name] signed the document.
[Signer name] signed the document.
A signer declines to sign the document.
Signature coordinator
[Signer name] declined to sign the document.
[Signer name] declined to sign the document
All signatures are collected, and the ticket awaits movement to the
Finalize
 stage.
Signature coordinator
Awaiting confirmation.
All signers have signed [Workflow Ticket Name].
This table outlines the specifics for each email notification in the
Finalize
 stage.
Initiating Action
Recipient
Email subject
Message
The signature coordinator moves the ticket from
Sign
 to
Finalize
.
Ticket submitter
The document moved from
Sign
 to
Finalize
.
The document moved from
Sign
 to
Finalize
.
The signature coordinator moves the ticket from
Sign
 to
Finalize
.
Finalize coordinator
You were assigned as the checklist coordinator.
You were assigned as the checklist coordinator.
You are the next finalizer, or the finalize coordinator reassigned the current step to you.
Finalizer
You were assigned as a finalizer.
You were assigned as a finalizer.
The finalize coordinator reassigns a finalize step to a new user.
The user previously assigned to the step.
[Coordinator] or [Admin] removed you as a finalizer.
[Coordinator] or [Admin] removed you as a finalizer.
The finalize coordinator approves or rejects the item.
Finalize coordinator
[Username] marked items as done.
[Username] marked the following item as done.
Finalize criteria: [Criteria name]
All items are marked as done, and the ticket is ready for archiving.
Finalize coordinator
Awaiting confirmation.
The document has completed the
Finalize
 stage and is awaiting confirmation.
The finalize coordinator moves the ticket from
Finalize
 to
Done
 by clicking
Mark as Complete
.
Ticket submitter
The document was moved from
Finalize
 to
Done
.
The document was moved from
Finalize
 to
Done
.
This table outlines the specifics for each email notification in all stages.
Initiating Action
Recipient
Email subject
Message
User mentions you in the comments
Mentioned user
[Username] mentioned you in a comment.
[Username] mentioned you in a comment.
[Comment content]
User adds you as a participant
Added user
Ticket name
You were added as a participant.