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Email & In-App Notifications

Learn which events in Sembley trigger notifications for you, your team members and your clients

Jeremy Peskin avatar
Written by Jeremy Peskin
Updated this week

Notifications and Email Alerts in Your Account

This guide explains when you’ll receive in-app notifications and email alerts in our system.

In-App Notifications

In-app notifications appear in your notification center (the bell icon in the top navigation) and help you stay informed about important activities in your account.

When You’ll Receive In-App Notifications

Submission Activity:

  • Submitted for Review - When a client submits a completed form for your review

  • New Inbound Submission - When someone fills out and submits a public form you’ve created

Signature Packet Activity:

  • Document Signed - When someone signs your signature packet

  • Payment Processed - When a payment is successfully processed on a signature packet

  • Carrier Viewed Document - When an insurance carrier views the signed documents you sent them

  • Carrier Downloaded Document - When an insurance carrier downloads the signed documents you sent them

Notification Distribution

Notifications can be sent to different users depending on your account settings:

  • Send to all team members (if enabled in account settings) - All professional users in your account will receive the notification

  • Send to specific users (default) - Only relevant users receive the notification:

    • Submission assignees receive submission-related notifications

    • The signature packet creator receives signature-related notifications

    • The user who sent documents to a carrier receives delivery-related notifications

Email Alerts

Email alerts are sent automatically to keep you and your clients informed about important events.

Account Management Emails

Team Member Invitations:

  • New User Invitation - When you invite a new team member to your account, they receive an email with instructions to set up their password

  • Password Reset - When someone requests a password reset, they receive an email with reset instructions

  • Resend Invitation - You can resend the setup email to any team member who hasn’t completed their account setup

Submission Emails

User Notifications:

  • Submission Review Email - When a client marks a submission as “ready for review,” an email is sent to:

    • All assigned team members (if no specific assignees are set)

    • All professional users in the account (if “send to all members” is enabled)

Client Invitations:

  • Submission Invitation Email - When you invite a client to fill out a submission form, they receive an email with a secure link to the form

Signature Packet Emails

Signing Invitations:

  • Signature Request Email - When you send a signature packet for signing, each signer receives an invitation email with:

    • A secure link to review and sign the documents

    • Any custom message you included

    • Your email signature (if configured)

Signing Completion:

  • Signed Confirmation (to Signer) - After someone signs your documents, they receive a confirmation email with:

    • A copy of the signed PDF attached

    • A download link for their records

  • Signing Complete (to Sender) - When an individual signer completes their signature, you receive an email with:

    • Notification of who signed

    • A copy of the signed PDF attached

  • All Signatures Complete - When everyone has signed the signature packet, you receive a final email with:

    • Confirmation that all parties have signed

    • The complete signed PDF attached

Carrier Delivery:

  • Send to Insurance Carrier - When you send signed documents to an insurance carrier, they receive an email with:

    • The signed documents as a PDF attachment (if under 25MB)

    • A zip file (if files exceed 25MB)

  • Your custom message with personalized fields (e.g., underwriter name)

  • Your email signature

Email Customization

Several emails support customization:

  • Signature invitations - You can customize the subject line and include a personal message

  • Carrier delivery emails - You can customize the subject and message, including dynamic fields like the underwriter’s name

  • User email signature - Configure your email signature in your account settings to appear in signature invitations and carrier emails

Managing Notifications

In-App Notifications:

  • Mark notifications as read by clicking on them

  • View all your notifications in the notification center

  • Unread notifications are highlighted with a badge

Email Notifications:

  • All emails are sent automatically based on actions in your account

  • Contact your account administrator if you need to adjust team-wide notification settings

  • You can configure your account to send submission review notifications to all team members or only specific assignees

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