When you send an eSignature request to a client, it's important to know how you'll be notified once they complete it. First, ensure your notification settings are configured to your preference. If you need help accessing the notification settings page, refer to this article here.
Additional Troubleshooting Steps:
Verify client assignment to ensure notifications are received for the correct clients.
Check the status of your email to confirm it is active and not marked as inactive due to issues like 'Hard Bounce'. For detailed logs and status, consult the Activity and Suppression tabs in Postmark.
Under the Client Requests tab, you can toggle on a badge or email notification for 'eSign request has all required signatures.'
Additionally, enable the option 'A Tax Return/Task or Subtask status has been changed', for broader notification configurations.
How to Verify Client Assignment:
Ensure that you are assigned to the client whose notifications you're expecting. Notifications are triggered based on client assignment.
How to Resolve Email Issues:
Confirm your email is active and functioning to receive notifications.
Troubleshoot with Postmark logs for issues such as 'Hard Bounce', which can deactivate email delivery.
However, this notification only applies to eSign requests sent using a Letter created in Canopy. If you import a PDF or another document from external software, Canopy won’t recognize it as a Letter, and you won’t receive this specific notification.
To address notification issues with non-Letter documents, verify whether a document converted to a Letter could resolve missed notifications.
When all signers complete an eSign request on a Letter, the assignee will receive a notification with a link to view the document.
For eSignature requests on non-Letter documents, the assignee (the team member assigned to the client request) will receive a notification when the status changes from 'With Client' to 'Needs Review' once all signers have completed the document.
This notification occurs automatically for all eSign requests and does not require any configuration in notification settings.
Automating Follow-ups for E-signatures:
While batch resending of eSign requests is not supported, you can set up automatic weekly reminders for efficient follow-up.
