How can we improve WP E-Signature?

When my document is signed I should receive a notification. I have checked the box to do so - and it is necessary to the workflow.

When my document is signed I should receive a notification. I have checked the box to do so - and it is necessary to the workflow.

However -

My client (who just signed) receives the notification and I do not.

Can this be fixed?

1 vote
Vote
Sign in
(thinking…)
Password icon
Signed in as (Sign out)
You have left! (?) (thinking…)
J shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

Our current system/platform recognizes the person that originally sets up a document as the document owner (as the email associated with the document). Therefore they will be the one receiving the emails etc. We do plan on simplifying this process in the future so you can more easily transfer document authorship/ownership; but for now…

You have two options:

Option 1 = Changing the email address and profile of the user that created the document in the first place (this info is logged in the audit trail of a signed stand alone document)

Option 2 = Copying the contents of the Stand Alone Document. Logging in as the desired user that should be attributed as the document owner. Creating a new stand alone document. Pasting those contents. And publishing your changes.

0 comments

Sign in
(thinking…)
Password icon
Signed in as (Sign out)
Submitting...

Feedback and Knowledge Base