Jan 31, 2017
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.
'Til next time
Cheers, John