Sign Progress Notifications

Sign Progress Notifications give you visibility into where each recipient stands on a Sign or collaboration step, without waiting for a reply or sending a follow-up. You choose who gets notified, and Intellistack Streamline automatically sends default status-change messages as an assignment is opened, reassigned, and completed. This helps operators and builders know when to nudge, so agreements don't stall silently.

Note: Sign Progress Notifications are currently in Limited Release. If you don't see the option to set progress notification recipients on your Sign or collaboration steps, you can request access from your Intellistack account team or Support.

Who Has Access?

Note: Access to configure Sign Progress Notifications is granted per account during Limited Release. Contact your account team to request it.

Key Capabilities

• Flexible recipient lists. Add notification recipients using static email addresses, dynamic data fields, or a combination of both.
• Automatic default messaging. Recipients receive clear, default status-change notifications with no custom email copy required.
• Progress visibility across the assignment lifecycle. Notifications are sent as assignments are opened, reassigned, and completed.
• Accurate workspace statuses. Workspace statuses update to reflect each recipient's actual progress, so operators see where an agreement stands at a glance.

Configurable Notifications

You can configure progress notifications on both collaboration steps and Sign steps. Each step type notifies recipients at its own key moments.

Collaboration steps

• Collaboration request opened — a recipient opens the collaboration request.
• Collaboration request reassigned — the request is reassigned to a different recipient.
• New document version submitted — sent when each party submits a new document version.

Sign steps

• Sign request viewed — a recipient views the signature request.
• Sign request reassigned — the request is reassigned to a different recipient.
• Sign request completed — sent when each party completes their portion of the request.

Note: Notifications use default system messages. Custom notification copy is not required or configured on the step.

How to Set Progress Notification Recipients

Recipients are configured on the individual Sign or collaboration step while building your workflow.

Open the Sign or collaboration step

Open the workflow you're building and select the Sign or collaboration step you want to configure. On the step's Details tab, scroll to the Set progress notification recipients section.

Add recipients

In the Recipients field, add the people who should receive progress notifications. You can add:

• Dynamic data fields — for example, a Contact Owner Email field, so the notification goes to the right person based on the record's data.
• Static email addresses — for example, renewals@jacobs.com, for a fixed inbox or distribution list.
• A combination of both — mix dynamic fields and static addresses in the same list.

Tip: Use a dynamic data field when the right recipient changes from record to record, and a static address for a team inbox that should always be notified.

Save the step

Save your step configuration. When the assignment runs, the recipients you added will automatically receive the default notifications for each status change.

Feature Considerations

• Limited Release. This feature is available to a subset of accounts during Limited Release. Request access from your account team if it isn't yet enabled.
• Default messaging only. Notifications use default system messages; custom notification copy is not supported.
• Recipient resolution. If a dynamic data field resolves to a blank email address at runtime, that recipient is simply ignored. The assignment continues to run and notifications are still sent to any other valid recipients.
• Optional configuration. A Sign or collaboration step with no notification recipients configured runs normally and sends no progress notifications.

Troubleshooting

A recipient isn't receiving notifications.

• Confirm the recipient was added in the Set progress notification recipients field on the correct step.
• If you used a dynamic data field, confirm the field resolves to a valid email address on the record being processed.
• Check that the notification email hasn't been filtered into spam or a junk folder.

I don't see the option to set progress notification recipients.

• Sign Progress Notifications are in Limited Release. Contact your account team or Support to request access.

Summary

Sign Progress Notifications let you add recipients to Sign and collaboration steps so the right people are automatically informed as an assignment is opened, reassigned, and completed. The feature is currently in Limited Release; if it isn't enabled for your account, request access from your account team. Once enabled, configure recipients in the Set progress notification recipients section of any Sign or collaboration step.