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Categories Client Portal
Created by Mairéad Swanton
Created on Aug 10, 2026

Notification of e-signature for the staff member who uploads a document

As an admin staff member when I upload a document for e-signing I don't get a notification when the document is signed, at present only the client manager does. Can it be implemented that the person who uploads the document is notified as well as the client manager?

For document uploads to the portal by clients, can we also have the option to add another staff member to be cc'd when documents are uploaded.

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  • Guest
    Aug 27, 2026

    The way i've gone around this is set up a 'auto-forwarding rule' in outlook from your client manager to your email address

5 MERGED

Clients has signed notifications

Merged
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 ...
Guest over 2 years ago in Emailing 3