Once a document signed by a client you will receive a notification through your email with an attached document.

Related article: how to send email directly to agent's mailbox


Additionally, you can add a common practice email to receive a copy of all e-sign notifications.

Select the Gear Wheel to open firm-level controls, then select "Settings"

Press "E-sign"

Review, tick and assign whatever is relevant for your firm


ie, add email addresses in which copies of signed documents are to be sent automatically via email once the customer signs.


E-Sign Status Card

On all dashboards you can hover mouse on e-sign status to see who has already signed a document.



Related Article:

Process of "Out to Sign" using E-signature

How to notify signed tax form to other team members

How to send email directly to agent's mailbox

E-sign Reminder

E-signature Template

E-sign status card

Signing Documents Electronically Under Corporations Act 2001