Alerts and Notifications - Managing Fully Executed Signable Document Notifications

Article Introduction

Fully executed document notifications are configured in the Alerts and Notifications section of Global Settings. These settings control who receives notifications when documents are completed, whether customers receive confirmation emails, and how related notification options behave across the organization.

Adding Notification Recipients

Email addresses entered here receive notifications when documents are fully executed.

1. Enter the Email Address in Enter Email For Signed Agreements.

2. Enter the Email Address in Enter Email For Signable Documents.

3. Separate multiple Email Addresses with Commas.

4. Click Save.

These notifications apply to:

• Signed Agreements

• Signable Documents

Fully Executed Signable Documents Email List

Email addresses added here receive notifications when documents are fully executed.

1. Enter the Email Addresses in Fully Executed Signable Documents Email List.

2. Separate multiple Email Addresses with Commas.

3. Click Save.

Notifications apply to:

• Signed Agreements

• Signable Documents

Customer Notification Toggles

Customer notification emails can be enabled or disabled using the available checkboxes.

1. Select the Notification Checkbox.

2. Click Save.

Available options include:

• Send signed agreement notification to customer

• Send signable document notification to customer

Event Attendee Notification Behavior

Event attendee settings determine how meeting-related notifications behave.

1. Select an Event Attendees Option.

2. Click Save.

Available options include:

• Never

• Always

• Default to No

• Default to Yes

Customer Upload Invitations

Customer upload invitations control whether customers can upload documents when prompted.

1. Select Allow Customer Upload Invite.

2. Select Never or Always.

3. Click Save.

Estimate Order CSV Notification Emails

Estimate Order CSV notifications can be sent to default recipients.

1. Enter the Email Address in Estimate Order CSV Default Emails.

2. Separate multiple Email Addresses with Commas.

3. Click Save.

Important Notes

• All settings apply across the entire organization.

• Multiple email addresses must be separated with commas.

• Do not include spaces between email addresses.

• Changes apply immediately after saving.