What are Assignment details macros?
The Assignment details macro lets you automatically include information about a user’s assignment (such as dates, times, and related data) in automated emails or when sending a document to sign. This ensures your communications are clear and consistent without requiring manual entry.
What are the benefits of using assignment details macros?
Accuracy and consistency: Ensures the correct assignment details are always included
Time-saving: Reduces manual work for admins when confirming or following up on assignments
Better user experience: Gives users clear and complete context about their assignments
When should I use assignment details macros?
Assignment confirmations: Automatically include assignment details in automated emails sent to users
Document signing: Attach assignment details when sending a document to sign
Internal workflows: Keep admins informed with accurate assignment details sent via email
How do I add assignment details macros to an Automation?
Go to the Automations tab in your Optix dashboard.
Create a new automation or edit an existing one.
Select the Trigger → choose New assignment.
Add an Action: either Send email or Send document for signing.
Insert the Assignment details macro from the available macros list (You can preview the email and document by clicking the Preview button)
Save your automation.
Notes:
It can only be used inside the “Send an email” and “Send a document for signing” actions.
The Assignment details macro is only available when the trigger is “New assignment.”
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