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Alerts and Notifications - Managing Alerts and Notification Recipients

Add email recipients to receive notifications when agreements and other signable documents are completed.

Article Introduction

Alerts and Notifications send email updates when documents such as signed agreements are completed. Notification recipients can be managed from Global Settings in the Administration Dashboard. Email addresses added here do not need to be active OCC seat users.

Opening Alerts and Notifications

  1. Click Global Settings.

  2. Select Alerts and Notifications.

Adding Email Recipients

  1. Enter the Email Address.

  2. Add a Comma after each email address when adding multiple recipients.

  3. Click Save.

Example:

owner@company.com, manager@company.com, accounting@company.com

⚠️Note: When adding an additional email, be sure to include a comma after the previous address.

Important Notes

  • Alerts and notification options are configured during onboarding and may differ by client.

  • Email notifications begin sending immediately after the settings are saved.

  • You can add or remove email addresses at any time from Alerts and Notifications.