Setting Up Your Deadline Email Digest
GleanMark can email you a summary of your upcoming and overdue deadlines on a schedule you control. Configure it from Settings → Alerts (/settings/alerts) in the Deadline Digest card.
What's in the Email
Each digest groups your deadlines into four sections:
- Overdue — anything past its due date
- Today — due today
- This Week — due within the next 7 days
- Next 30 Days — due 8 or more days out
Every row shows the mark name, serial number, the deadline type (§8 Declaration, Office Action Response, Statement of Use, etc.), and the due date. The mark name links directly into GleanMark so you can jump to the trademark detail page from your inbox.
Sections you've filtered out don't render at all — no empty-state filler, no dangling headers.
Turning the Digest On or Off
The top-right switch on the Deadline Digest card toggles the whole digest on or off. When it's off, no emails go out regardless of the other settings.
Frequency and Delivery Hour
- Frequency — Daily or Weekly (Mondays). Daily users receive an email every morning; weekly users receive a Monday-morning summary for the coming week.
- Deliver at — the hour (in your timezone) when the email should arrive. The default is 8:00 AM.
GleanMark runs hourly scans through every opted-in user, so your email lands within the hour you chose, not hours later.
Filtering What's Included
Deadline Types
Click the Deadline types picker to choose which of the 13 deadline types appear in your digest. Types are grouped:
- USPTO prosecution (7 types) — Statement of Use, Office Action Response, §8 Declaration, §15 Incontestability, §8 & 9 Renewal, §8 & 9 Subsequent, Paris Convention Priority
- Custom types (6 types) — Custom Deadline, Filing Deadline, Foreign Filing, Madrid Renewal, Response Deadline, Client Meeting
Use the Select all or Clear all shortcut on each group, or toggle individual types. By default, everything except opposition periods is included.
Urgency
The Urgency row controls which sections appear in the email. Uncheck sections you don't want to see. Common patterns:
- A firm admin who only wants to manage overdue work: uncheck Today, This Week, and Next 30 Days
- An attorney focused on the coming week: uncheck Next 30 Days
- A docketing specialist watching a full month ahead: leave everything checked (the default)
If you uncheck every urgency, GleanMark short-circuits and sends nothing rather than an empty email.
Opposition Windows
The Include opposition windows toggle controls a separate class of deadline: 30-day periods when third parties can oppose your marks. These aren't tasks you act on — they're notifications — so they're off by default. Flip it on if you want to track them in your digest.
The Preview Line
Below the controls, a preview line tells you exactly what to expect: "You'll receive your digest at 8:00 AM ET, every day — covering overdue, this week, including opposition windows." If the line doesn't match what you intended, double-check the checkboxes above.
Troubleshooting
"I didn't get my digest this morning." Confirm the master toggle is on and your hour setting matches when you expected it. Weekly digests only fire on Mondays in your local timezone. If all settings look right, check your email provider's spam folder for an email from alerts@gleanmark.com.
"The digest arrived but was empty-looking."
Either every deadline you track was filtered out by your current preferences, or your portfolios have no deadlines in the next 30 days. Visit /deadlines to see the full picture.
"I'm in a firm — why am I seeing deadlines for clients I don't work on?" Digest currently covers every portfolio in your workspace. Scope-by-client filtering is in the works.
Related Features
- How GleanMark Tracks Your Deadlines — The automatic system feeding the digest
- Creating and Editing Your Own Deadlines — Add custom deadlines that flow into your digest
- Bulk Actions on Your Deadlines — Use the Deadlines page to triage a backlog
- Setting Up Trademark Alerts — Alert notifications (separate from deadline digest)