Choose when and how notifications are sent
Client notifications
Choose whether clients should receive email notifications
Comments
Send a notification email about new comments.
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.
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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.
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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.
Send notification emails