How do team members receive notifications when a template is shared in BoldSign?

Effective communication is essential for team collaboration, especially when working with shared resources like document templates. In BoldSign, when a template is shared within a team, all relevant members are promptly notified through multiple channels. This ensures that everyone is aware of new templates and can take timely action.

Notification methods

To keep the team in sync, BoldSign provides the following notification methods when a template is shared:

1. Email notifications
Each team member receives an email notification as soon as a template is shared with them. This email typically includes important details about the shared template, such as the name of the template, who shared it, and any immediate actions required.

2. Dashboard notifications

In addition to email alerts, users logged into the BoldSign platform may also receive a notification within the application. These in-app alerts appear in the notifications tab, allowing users to stay updated without leaving the dashboard.

Accessing shared templates

Once notified, team members can view shared templates by navigating to:

Templates > Shared Templates

By notifying team members through both email and in-platform alerts, BoldSign helps teams stay informed and aligned. These notifications prevent missed updates and streamline the document signing process by ensuring every member has timely access to essential templates.