How to manage WhatsApp notifications as an account admin?

BoldSign includes customizable WhatsApp notification settings on the Business Profile page. Account administrators can control which WhatsApp notifications signers and reviewers receive for documents sent by their organization.

Manage WhatsApp notification settings

Follow the steps below to manage WhatsApp notification preferences:

• Go to Settings and select Business Profile.
• On the Business Profile page, click the Notifications tab.
• Under Recipient WhatsApp notifications, enable or disable the notifications you want recipients to receive.
• Optionally, use Select All to enable or disable all notification preferences at once.
• Click Save Changes to apply your updates.
• Your WhatsApp notification preferences are now updated and will apply to all future documents sent from your organization.

Available WhatsApp notification events

The following WhatsApp notification events can be enabled or disabled independently:

• Send the document for signing: Notifies the signer when a document is sent, updated, or when the signing link is resent.
• Reminder: Notifies the signer when a manual reminder is sent or when a document expiration warning is triggered.
• Document completed: Notifies the signer when all signers have completed the document and the signing process is finished.
• Delete for everyone: Notifies the signer before the document is deleted for all participants.