Set up org wide signing notifications

Learn how to add email recipients for notifications of electronic document viewing, delivery failures, signing progress, and completed signings.

This function is available for the Forms Admin Users in your organisation. Admin users can set this up for themselves and any other users in the organisation.

Interactive Guide #

Click ‘Get Started’ to see how:


Step by Step Guide #

  1. Click the Initials icon in the top right to access your notification settings.
User initials menu is available to access notification settings.

2. Select ‘Notification Settings’ from the dropdown to manage your email alerts.

Notification Settings option is available in the user profile dropdown.

3. You can choose which agent whose notification preferences you want to configure.

Notification Settings page opens with configurable email alert fields.

4. For each trigger you can add an email address that will a receive notification. Type in each email address and hit ‘Enter’ to add it.

Rescinded email field is available for entering notification recipients.

5. Ensure to hit ‘Save Changes’ to lock in your notifications.

Save Changes button is available to apply the notification settings.