To track documents, senders and recipients can track them via the Send for Signature Section on the proposal and through email notifications. Here is what you can expect.
Customer Notification and Tracking After a Document Has Been Sent
- Once a document is sent, the customer will receive an email with a request to sign it. This email notification ensures the customer is aware of their action items.
- If the following criteria is met you will also be able to see webhooks were turned on when your SignNow integration was set up, you are the lead owner, and the email address the document was sent to matches the email address entered in Lead Details, and the document had a 'Signature' field added to it, you will also be able to view the document in the Document for Signature section with its corresponding status, PENDING.
IMPORTANT NOTE:
After the document was sent to see it listed under this view you will need to refresh the page.
Customer Notification and Tracking After a Document Has Been Signed
- The customer will receive a signed copy via email. This ensures they have a record of the signed document.
- If webhooks were turned on when your SignNow integration was set up, and you are the lead owner, you will also be able to view the document in the Document for Signature section with its corresponding status, COMPLETED or FULFILLED.
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NOTE: To ensure sent and signed documents appear under the Send for Signature section the email address that it was sent to needs to match the email address in the Lead Details. The document that was sent must also have at least one Signature field added to it.