Automation Recipes

How Do I Get Notified That a Document Has Been Signed?

When a Document has been fully signed by all required signers, those individuals will automatically receive a confirmation email indicating that the file is ready to be downloaded. 

To notify additional parties (such as a manager or team lead) of a fully signed Document, you will need to create an Event-based Automation. Keep in mind that you must have access to the account settings in order to set up Automations.


  • Trigger type = Event based.
  • Event = "When a Activity is Created".
  • Condition = "If Note contains (any) 'fully signed'".
    • You will need to manually type the words "fully signed" into the field and press enter on your keyboard to save it, as demonstrated below.

  • Select the radio next to "Require all conditions to be true".
  • Add an action for what you would like to happen once a Document is fully signed. Remember, you can have multiple actions triggered in a single Automation.
  • Save the Automation.

    Settings JobNimbus 2023-11-02 at 1.44.12 PM

To learn how to create an email template for an automated email from a fully signed document, follow the step-by-step instructions provided in this guide.