Difference between My Profile and Business Profile notifications in BoldSign?

BoldSign provides two distinct types of notifications: My Profile notifications and Business Profile notifications. These notifications cater to individual users and organizational needs, respectively. Below is a detailed explanation of each type to help you manage your notification preferences effectively:

My profile notifications

• These notifications are meant to individual user accounts.
• Users can customize their preferences to receive updates for various actions, such as:
  • When documents are sent, viewed, revoked, declined, or completed.
  • When reminders are issued.
• These notifications help individual users stay informed about the status of their documents.
• Users can choose to receive updates as a sender, recipient, or CC for specific actions.

Business profile notifications

• These notifications are designed for an organization’s signature request documents.
• Account administrators can configure these notifications to ensure recipients or CC recipients receive updates for actions such as:
  • Signing requests.
  • Reminders about the document.
  • When a document is edited.
  • When a sender revokes the document.
  • When a recipient reassigns the document.
• These notifications help organizations streamline communication related to document workflows.

Tips for Managing Notifications

• Ensure your notification preferences align with your role (individual user or account administrator).
• Regularly review and update your notification settings to stay informed about relevant actions.
• Administrators should consider organizational needs when setting up Business Profile notifications to ensure all stakeholders receive timely updates.

By understanding and managing these notification types, you can enhance your experience with BoldSign and ensure seamless communication for both personal and organizational document workflows.