These summaries — sometimes called digest emails — include details about upcoming forms, overdue forms, and outstanding action items, so you can quickly see what needs attention without logging in.
They are sent out weekly.
There’s no setup required. This feature is automatically enabled for all IndyForms organisations.
How It Works
Form Summary Emails are part of IndyForms’ automated notification system that keeps contributors up to date.
Here’s how it works:
IndyForms automatically identifies all forms and action items assigned to you.
The system checks which ones are upcoming, overdue, or pending.
It sends a Form Summary Email (digest email) directly to your inbox with everything that requires your attention.
Each email includes links that take you straight to your forms or action items in IndyForms.
Use Cases
Form Summary Emails are especially useful for:
Team collaboration – Keeping contributors aligned on upcoming responsibilities.
Compliance management – Preventing missed deadlines and overdue documentation.
Busy professionals – Quickly reviewing what’s due right from your inbox.
Managers and coordinators – Tracking progress and overdue items without manual follow-ups.
Benefits
✅ Automatic delivery: Enabled for all IndyForms organisations — no setup required.
✅ Improved visibility: Clearly lists what’s due, upcoming, or overdue.
✅ Time-saving: View all key items without logging in.
✅ Accountability: Regular updates help contributors stay on track.
✅ Better compliance: Reduces the risk of missed deadlines or incomplete forms.
Frequently Asked Questions (FAQs)
Can I turn off Form Summary Emails?
Form Summary Emails are a system-wide feature designed to keep contributors informed, and they can’t be turned off or customised directly from your organisation settings. If you would like to disable these emails for your organisation, please get in touch with the IndyForms team, and we can assist you.
Who receives these emails?
All contributors assigned to forms or action items within your IndyForms organisation receive summary emails when they have upcoming or overdue items.
Summary
Form Summary Emails are an automated notification system from your IndyForms organisation that keeps teams on top of their work.
They provide clear summaries of upcoming and overdue forms and action items, helping everyone stay organised, compliant, and efficient — with zero setup required.