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.
Under the Client Requests tab, you can toggle on a badge or email notification for 'eSign request has all required signatures.'
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.
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.
