Create a Setting to Allow One Consolidated Email for Client Signature Requests
T
Tiffani Chavez
We need a setting that allows clients to receive only one email notification if a client request section in a project has multiple signature requests. Currently they are receiving an email for each document that needs signing.
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J
Jenna Yuill
I think they don't get notified if you don't check the box to notify recipients. Then they have to come into the portal to see and sign the documents. The notification lets them go around the portal and they won't see the rest of the section
T
Tiffani Chavez
Jenna Yuill Thank you! We found that if notifications are turned on, they get an email for each document that needs to be signed in the section, rather than one notification letting them know they have documents to sign.