Document Completion Notification

This article will focus on how to customize the Document Completion Notification on your SeamlessDoc (uploaded PDF).

What is the Document Completion Notification

The Document Completion Notification is an email notification that is sent to ALL signers and approvers in the workflow, form author, and preparer (if used) when the form has been completed (all signers have signed).

When is the Document Completion Notification Triggered

The Document Completion Notification is triggered whenever all signers have signed and completed a form.

Turning On/Off the Document Completion Notification Toggles

First you will open the form in the editor and then go to Settings --> Custom Email Settings to see the settings for email notifications.

1. First toggle option, Enable Document Completion Notifications?, is to turn on the email notification.

2. Include Link to PDF is when you want to include a link/button within the email notification that will require the user to login in order to see the initiated or completed submission within the Submissions Manager.

3. Include PDF As Attachment is when you want to include the initiated or completed submission as a PDF attached to the email notification and does not require the user to login
   ​a. Also allows any uploaded attachments to be included as a link
   ​ i. Will appear as Attachment followed by the name of the uploaded file and the name of the file will be clickable (does not require user to login)

4. Recipients (separate by commas) is a field where you can manually enter in one or multiple email addresses to receive the email notification INSTEAD of the form author.

Customizing the Document Completion Notification Email

To customize the Document Completion Notification email on a signer by signer basis, you will go to the edit view of your SeamlessDoc (uploaded PDF), click the Signers tab and select Manage Signers.

A pop up window will appear where you will see your signer order and be able to customize the invite message, completion message and toggle options. Note: If you do not see options for the Invite or Completion Message Body, click on the envelope icon and it will expand those options (to the right of the trash can/delete icon).

• Completion message body will default to All signers signed this document. The signature flow for this submission is now complete. - Can manually enter in any custom message - Can use HTML codes - Can choose to remove the completion message - Will still send Document Completion Notification email to signer, but no message body will display (only link to PDF or PDF attached if toggle options are on)

• Include Link to PDF is when you want to include a link/button within the email notification that will require the user to login in order to see the initiated or completed submission within the Submissions Manager.

• Include PDF As Attachment is when you want to include the initiated or completed submission as a PDF attached to the email notification and does not require the user to login - Also allows any uploaded attachments to be included as a link - Will appear as Attachment followed by the name of the uploaded file and the name of the file will be clickable (does not require user to login)

• Subject line will default to Submission Completed: followed by the name of the form - Subject line for Document Completion Notification can be customized if Submission Notification is turned on - Custom subject line from Submission Notification will default to Document Completion Notification email