There are six types of email notifications that are based around activity on your SeamlessDoc. All email notifications are sent to either the author or the signer(s) of the form, unless a recipient is added. If you are looking to send e-mails only when certain selections are made on the form, you will want to use the Submission Rule Builder (SRB) instead.
Note that each section below has a clickable link to view an individual article on each type of notification.
Overview
A Submission Notification lets you know that the first submission on the form has been received. This email is only sent after the first singer submits the form; it will not be sent after other sequential signers. The submission notification can contain a list of filled out fields and attached files in the form of an attached PDF, link to PDF, and/or Submission Data. You can have the submission formatted in any combination of these three formats.
Settings
On / Off toggle
Custom Recipients allows for additional recipients for the notification. One notification will be sent to all recipients together with all recipients CC'ed.
Custom Subject - You can map field with the exception of Checkboxes/Radio buttons from your form to this subject line so that it's easier to organize the notifications in your inbox.
Custom Message Body
This is how a Submission Notification will look with all settings turned on:
Overview
Similar to a Submission Notification, but the Submission Receipt is sent to the submitter of the form. The recipient’s email address is based on a configured form field. This means that you must have an email validated field on your form in order for this email to be sent to the submitter. Once you have set up this field, you will then go to Settings and select Custom Email Settings and choose the field that you set up to be email validated. The Submission receipt is sent only sent to the first signer on the form. Just like the Submission Notification, the Submission Receipt contains a list of filled out fields and attached files in the form of an attached PDF, link to PDF, and/or Submission Data. You can have the submission formatted in any combination of these three formats.
Settings
On / Off toggle
Custom Subject
Custom Message Body
This is how a Submission Receipt will look with all settings turned on:
Overview
Activity Notifications sends emails stating “There has been an activity in your SeamlessDoc” and report that is sent to a form author on following events:
document was executed (all signers have signed the form)
invitation was sent to the next signer
document was signed / prepared / approved / declined (includes attached submission PDF and a list of submitted file attachments)
Activity Notification is sent only if a signature workflow is set up in the document.
Settings
On / Off toggle
Custom Recipients, however only one email is allowed.
Overview
A Completion Notification is sent to the author or selected recipients and all signers on the form, including preparers and delegates. This email is triggered when no more signers are required to sign the form which means that either the form was signed by all signers or it was declined by one of the signers. Submission PDF (TIFF / PNG etc) is attached. Attached files (if submitted) are listed as links. You can customized each individual Document Completion notification that is sent to each signer in the Manage Signers modal.
Settings
On / Off toggle
Custom Recipients allows for additional recipients for the notification. In this case one notification will be sent to all recipients together with all recipients CC'ed.
Here is a view of the Document Completion notification with all settings turned on:
Overview
A Signer Invite contains an invite link for the next signer. It is sent automatically after a person signs the form, if there’s a signer that is after them. Invite can also be triggered manually from the Pipeline, Share Modal or Forms Manager. Subject and body can be customized but always contains strings (Signature Requested), (Prepared) (Needs approval) and a timestamp to prevent automatic threading in various email clients.
Settings (located in Signer Management)
Custom Message (you can refer to our Signers article on where to find this and more information on how to customize)
Here is a view of the Signer Invitation email:
Overview
A Signer Confirmation notification is sent to the signer immediately after the form was submitted, on every step of a workflow except document completion, confirming that they signed the form. By default it will include the completed PDF as an attachment unless you go into Signers --> Manager Signers and turn off Include Signed PDF as Attachment and then it will only provide a link to view:
Settings (located in Signer Management)
Custom Message
Here is a view of the Signer Notification with all settings turned on (and attachments included at the bottom):
