The Receive Sending Confirmation Email setting provides the ability for the sender to receive a confirmation email for sent e-signature requests. The information displayed includes the sender, recipient(s), Cc’d recipients, date sent, envelope ID, and message. This option is controlled from the SETTINGS tab.
The SETTINGS tab should be available for all RSign® user roles (RPost® Super Admin, RSign Support, Customer Admin, and User). If you are an end-user, you will be able to change your PERSONAL settings. If you use an Admin enabled account, you can change both COMPANY and PERSONAL settings. The Settings Tab includes settings for Admin, Sending, Template, Storage, System, E-Disclosure, Advanced, and Privacy.
This setting, Receive Sending Confirmation Email, is available under the COMPANY and PERSONAL tab. If you do not see the options described in this article and wish to add them, please contact your RPost sales or account manager to enable them.
- Click the SETTINGS > Advanced.
The Advanced settings menu displays the Option column and the visibility settings including the Default Settings, Override User Settings & Lock Settings.
- Scroll down the Option menu and select Receive Sending Confirmation Email to manage or change the default settings.
Receive Sending Confirmation Email has the following defaults and options.
Default Settings: The Receive Sending Confirmation Email setting is set to “Y” by default.
- N: The sender of an e-signature request will receive a confirmation email with a “Sending Confirmation” banner to prove the sender, recipients, date, envelope ID, and message.
- Y: The sender of an e-signature request will not receive a confirmation email.