Notification settings
Automated notifications replace Smartsheets email automationAll emails are sent from the address configured below. Individual users cannot be removed from notifications that affect their own grants.
Preparer notifications
Quarter open reminder
Sent on the 1st of the reporting month — tells preparers their forms are ready to fill
Internal deadline reminder — 7 days before
Sent when the internal due date is 7 days away and the form is not yet submitted
Internal deadline reminder — 3 days before
Final reminder before internal deadline
Flag raised — action needed
Sent immediately when Natalie or a reviewer flags a measure on the preparer's form
Reviewer notifications
Certification request
Sent immediately when Natalie clicks "Send to reviewer" — includes form link and certification link
Reminder if no action taken
Repeat reminder until reviewer certifies or sends back
Reminder frequency
VP of Grant Operations alerts
Preparer submitted
Alert when a preparer marks their form ready for review
Preparer overdue — past internal deadline
Alert when internal deadline passes and form is not yet submitted
Reviewer not acted in 48 hours
Escalation alert if reviewer hasn't certified or sent back within 48h of receiving the request
Reviewer certified
Alert when a reviewer completes certification — grant is ready for your final review
Outbound email settings
All automated notifications and submission emails are sent from this address
Escalation alerts are always sent immediately