RELATED IDEAS
Clients has signed notifications
Some thing that I have been meaning to ask, and something that can cause us issues, is that when a member of staff sends a document to a client for e-signing, they might not necessarily be the person that is named as the manager on the system, so when the client does sign the document, they do not receive the “client has signed” notification email. This is particularly unhelpful if a member of staff is on holiday or off sick.
Is it not possible for the notification to be sent to the person that has sent the document for e-signing? This to us makes a lot more sense.
Agree..this feature is quite basic and should have been included from the very beginning.
Agree... As the office admin person, I am tasked with uploading documents for signing and keeping track of progress, but when a client e-signs I don't get a notification and the client manager will not necessarily communicate that to me. I think it makes sense that both the person who uploads the document and the client manager both get a notification when a document is signed.
I agree, it's a pian that all the emails come to me, and I have to monitor my emails when on holiday. Why can't the email confirming the client has signed go to the user that uploaded the document.