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How Do Recipients Receive Notifications for Document Signing or Approval?
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When a document is sent for signature or approval in BoldSign, the recipient is notified via email to guide them through the process.
Once a document is sent, the recipient will receive an email containing the document details, the sender’s information, and a link to view and sign the document. If there are multiple recipients or CC’d individuals, they will also be notified about the document’s progress and any updates.
The email notification typically includes the following:
- Document Details: The recipient sees the name of the document and any relevant instructions from the sender.
- Sender Information: The email also identifies who sent the document and any personalized message.
- Call to Action: A link to open the document, review it, and take the required action (sign, approve, etc.).
- CC Updates: CC’d recipients, who are included for verification or informational purposes, will receive updates as the document is signed, completed, or modified.
- Once the recipient takes action (signing, approving, etc.), both the sender and CC’d recipients will receive a status update, keeping everyone informed about the document’s progress.
As the sender, you can adjust your notification preferences in your Profile Settings to manage which updates you wish to receive, but recipients will automatically be notified about the document’s actions and progress.
