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How to manage email notifications as an account admin?

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1 min read

BoldSign now includes customizable notification settings on the Business profile page. Account administrators have the authority to control which types of emails that signers and CC recipients receive for documents sent by their organization.

Follow the below steps to manage email notification settings:

  • Go to the Settings menu and click the Business Profile option.
  • On the Business Profile page, click the Notifications tab where you can find the list of recipient and CC recipient notifications options.

notification option

  • Here, you can enable or disable the required notifications under recipient and cc recipient notifications sections. Based on these settings, signers and CC recipients will receive the appropriate notifications.
  • Once you have made the selection, click the Save changes button to update the changes.
  • Now, your notification preferences are updated, and these changes will apply to all future documents.

If any of your signers or CC recipients already have a BoldSign account and have disabled these notifications in their profile settings, they will not receive these emails.

We have also published a video tutorial on this topic. Check out the video below:

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