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Set up document signing notifications

FA allows you to send documents to be signed by your clients (see Document signing in FA User guide). When you send a document for signing, the FA system can send notifications and reminders to a client via email and SMS. You can customize the content of the notifications or use the default texts.

Enable notifications and reminders

You can define the notification settings by doing the following:

  1. Go to Tools → Administer → Signicat sign.

  2. Fill in the fields:

    • Send email notifications and Send SMS notifications. Define when notifications are sent to the client. The following options are available:

      • Always (all document signees need to have a valid email address or international phone number).

      • If valid email address is found / If valid phone number is found.

      • Never.

    • Reminder frequency. Define when reminder notifications are sent to the client. You can select none (never send reminders), daily, every other day, or weekly.

    signingtemplates.jpg

  3. Click Done.

Notifications are now set up and the system sends notification and reminder messages to your clients as defined.

emailnotificationsigning.jpg
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Define notification content

You can customize the content of document signing notifications sent to your clients by creating your own message templates. By default, the FA system uses the default notification texts. To override the default texts, do the following:

  1. Go to Preference → Reporting → Email and click New.

  2. Fill in the fields:

    Template name
    From (name), From (email address), Reply to
    Title
    Content

  3. Click Save.

The system now uses the custom template to send notifications or reminders to your clients.

Default notification texts

Language

Subject

Content

English

Documents for signing

Hi,

You have been sent documents for signing.

[document name(s)]

Please follow the link below to review and sign the documents.

Swedish

Dokument att signera

Hej,

Du har fått dokument för signering.

[document name(s)]

Klicka på länken nedan för att granska och signera.

Norwegian

Dokument for signering

Hei,

Du har fått tilsendt dokument for signering.

[document name(s)]

Klikk på lenken nedenfor for å se gjennom og signere.

Finnish

Allekirjoitettavia asiakirjoja

Hei,

Sinulle on lähetetty asiakirjoja allekirjoitettavaksi.

[asiakirjan nimet]

Tarkista ja allekirjoita asiakirjat alla olevasta linkistä.

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