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