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Choose when and how notifications are sent

Note: Only administrators can make changes to notification preferences and settings.




Client notifications

Choose whether clients should receive email notifications


Comments

Send a notification email about new comments.


  • Send notification emails


Completed Requests (With Submission Copy)

Send a notification email with a copy of the submission when all fields are completed or when the submission is later edited.

If both Completed Requests (With Submission Copy) and Completed Requests (Notification Only) are selected, only one email will be sent, including the submission copy.


  • Send emails and include submission copy


Completed Requests (Notification Only)

Send a notification email without a copy of the submission once a request is completed.


  • Send confirmation emails only





Account notifications

Select the team members who should receive email notifications


Comments

Select who should receive notifications about new comments or replies.



Completed Requests (With Submission Copy)

Select who should receive a notification and a submission copy once all the fields of a request are completed.



Completed Requests (Notification Only)

Choose who receives an email notification without the submission copy once a request is completed.



File Uploaded

Select who should receive a notification once a file upload field of a request is marked "Done".



Field Completion

Select who should receive a notification once ANY field of a request is marked "Done".



Failed Automatic Cloud Export

Select who should receive a notification when an automatic export to your cloud integration fails.



Signature Sent

Select who should receive a notification when a document is sent for signature.



Signer Signed

Select who should receive a notification once a signer signs a document.



Signature Completed

Select who should receive a notification once everyone has signed a document.



Signature Expired

Select who should receive a notification if a document is not signed before the expiration date.



Signature Declined

Select who should receive a notification if a signer declines to sign a document.