---
title: Configure document email notifications in Infinity3
description: "Review the emails customers and colleagues receive when documents are sent, viewed or signed. #### Before you start You’ll need permission to manage Documents & Contracts settings. Decide which customer messages and internal alerts your team needs. Check existing workflows…"
url: "https://www.infinity3.co.uk/help/configure-document-email-notifications-in-infinity3/"
updated: "2026-10-08"
category: "Infinity3 Platform / Documents & Contracts"
---

# Configure document email notifications in Infinity3

Review the emails customers and colleagues receive when documents are sent, viewed or signed.

#### Before you start

You’ll need permission to manage Documents & Contracts settings. Decide which customer messages and internal alerts your team needs.

Check existing workflows to avoid sending the same acknowledgement twice.

#### Review the settings

1. Open **Payments** → **Documents & Contracts**.
2. Open its settings and notification controls.
3. Review the available customer notifications, such as document received and document signed.
4. Review team alerts, including signed and viewed notifications where available.
5. Check subjects, sender details, templates and recipient options.
6. Preview the messages and save.

Custom email templates are created through **Marketing** → **Emails** → **Templates**, then selected in document settings where supported.

#### Check recipients and links

Confirm that each message reaches the intended signer, copy recipient or internal user. Retain the required document link when editing a sending template.

Use a sample document with test recipients to check delivery and the signing journey.

#### Things to know

- The native Document Viewed alert reports the first view across recipients, rather than every subsequent view.
- A viewed notification does not mean the agreement has been signed.
- Expiry warning emails have separate controls.
- Review the send screen for the individual document even after configuring defaults.

If an alert is missing, check spam folders and the document’s status. Contact Infinity3 with the notification type, document and expected recipient if it remains unresolved.
