Notifications

Last Updated: May 19, 2026

Vasion Automate has a centralized, configurable notification system that alerts you to new task assignments and status updates for Workflow, Forms, and Sign.

Key Points

Review the following key points:

  • In-app and email notifications are turned on by default.
  • Configure your notification preferences to send in-app notifications, email notifications, both, or none.
  • Notifications might have buttons that are direct links to relevant tasks or documents.

How Notifications Work

When a task is assigned to you or a status changes on a task you are involved with, Vasion Automate sends you a notification based on your preferences.

A brief delay might occur before you receive a notification.

Notification Types

Vasion Automate supports the following notification types:

  • Workflow task: A task is assigned to you for review and approval.
  • Workflow task update: A task you are involved with is completed or rejected.
  • Complete form: A form in a workflow is assigned to you.
  • Sign document: A document is sent to you to sign.
  • Sign status update: The sign status changes on a document.

Side Navigation Notifications

When you receive a notification, an unread indicator appears next to the Notifications option in the left-side navigation.

Vasion Automate showing unread indicator next to Notifications option.

The indicator counts up to 99 unread notifications; however more might be present.

Select the Notifications option to view the Notifications panel. This panel shows all your notifications. Each notification has a timestamp and might have one or more buttons that take you to the relevant task or document.

Vasion Automate showing Notifications panel.

Email Notifications

Email notifications work alongside in-app notifications. An email notification has a subject line that indicates the notification type and task type. The email might also include a copy of the document or one or more buttons that take you to the relevant task or document. The button links do not expire.

Requirements

Review the following requirement:

  • Vasion Automate access.

Next Steps

Refer to the following: