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.

Recipe:

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.

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.