Secured Signing summer 2017 release caters for additional recipient notifications

If you have ever wanted to include someone in a Secured Singing workflow, who doesn’t sign, but is kept up to date on how things are progressing, you are not alone.  We have had requests from procurement teams for the manager to receive notifications on all contract signings.

Some companies wanted the notification that a signing process had been completed to go to a centralised processing team to ensure the signed document was always recorded properly. The development team know a good idea when they see one, so they built it!

Notification recipients and completion recipients are just a couple of the more than 100 enhancements that have been made to Secured Signing with the Summer 2017 release. There’s far too much to talk about in a single post, so this time I’ll focus on how you can use additional recipient notifications.  

When you send an email asking somebody to do something, you address the email to that person in the ‘To’ field.  You may also want to let somebody else know what is happening, even though they don’t need to do anything personally. For an “FYI” recipient, you may add that person to the ‘CC’ field. Think of additional recipients as a “CC” to your signing workflow.

Including an additional recipient in your signing process couldn’t be simpler. Simply click the checkbox on the invitation workflow screen and click the View/Manage button to select one or more people to receive additional notifications. Notification recipients will receive all the notifications for the singing process but they are not able to sign the document. Completion recipients will only receive notification of completion of the signing process.

When additional recipients are selected, the document owner can type the details during the invitation process. To make it even simpler, they can select the person from a list of recipients.  The list of notification and completion recipients is managed in the account settings.

In the email Notification recipients receive. a link to the notification recipients’ portal is provided. The portal provides a dashboard showing all the documents where the person has been included in the singing workflow.  For each document, the due date and the status of the signing process is displayed along with links to click through to the document and the document log.  

The portal shows current documents, recently signed documents and a full history of documents the person has been included as a notification recipient. The notification recipient portal can be accessed directly from the Secured Signing website. 

To include additional recipients, you will need to enable notification recipients and/or completion recipients in your account settings. The toggle to turn on additional recipients are shown under the We Sign heading on the My Setting page in My Account.

Next time we’ll talk about a great variation on additional recipients – reviewers!  Reviewers must read and approve the document before the invitations to sign are issued. Stay tuned to find out more.