Text/Email Notifications for DigiSign Envelopes

Posted about 2 months ago by SkySlope Support

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SkySlope Support Admin

Created By Audra Burtch

Requester

I would love to see an option to opt into notifications via text and/or email when a recipient views a DigiSign envelope. I noticed another suggestion back in 2020 of this, but it doesn't seem to have been added that I am finding. This is a helpful feature for Realtors on the go to make sure we are tracking with signing activity without having to login to Digisign and search history.

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SkySlope Support posted about 2 months ago Admin

Created By Cole Rakes

Requester

I would like to also add -- a status update on the envelope that shows me it is about to expire, a way to edit how many days an envelope can remain unsigned before expiring, resend an envelope and it only goes to those who have not signed yet, and a notification when each signer has signed.

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SkySlope Support posted about 2 months ago Admin

Created By Tracy Hare

Requester

I'd like to add that the notification should be sent when the signer completes the signing process as well. DocuSign does this. Rather than having to log in to see what the process is, I can easily see via text or email that a client has viewed, but not signed, or viewed and signed.

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SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Audra,

Thank you for the additional context! I will include this with the original feedback.

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SkySlope Support posted about 2 months ago Admin

Created By Audra Burtch

Requester

Probably just when first viewed so we know they opened it and are reviewing.
Not sure of the difference. I don't necessarily need notification they opened the email, just that they clicked on the link in the email to view the documents.

Thank you.

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SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Audra,

Tyler from the Product team here at SkySlope. Thank you for the feedback! I did have a couple questions:

Would you like notifications only when an envelope is viewed for the first time or for every time the envelope is viewed?
Would this notification also apply when the email containing the signing link is viewed as well?

Thank you!

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