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Configure Email Notifications for Signed Documents

Configure document templates to automatically send email notifications when a candidate or client signs a document. This helps your team stay informed about completed signatures, making it easier to track document activity and respond promptly when action is required.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click More > Document Templates as shown in the screenshot below.

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Step 2: Click the document template for which you want to configure signature email notifications. 

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Step 3: Click the Advanced Settings option. 

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Step 4: Click the Organization Settings option to expand and view its details. 

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Step 5: Enter the email address that should receive notifications when the document is signed by a candidate or client.

You can add multiple email addresses to receive document sign notifications.

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Step 6: Click the Update button to save the changes.  

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When a candidate or client signs the document, a notification email will be sent automatically to the configured email address. 

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