Email notification after doc is signed?

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Victor Congionti

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Dec 30, 2013, 12:50:45 PM12/30/13
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I just had the opportunity to drive around the installation and successfully implement our first esign form. After some research I was able to figure out most of what I was trying to do and I miraculously only have one question! I was wondering if there is any way to get notified via email when the document has been signed? I created a single document that resides at the link https://secure.provendatarecovery.com/S/ProvenDataRecoveryTermsofService We will provide this link to our clients in a canned response via our ticketing system so there is very little overhead. Instead of logging in and checking the esign system, we would like to receive notifications so we know we can move forward with data recovery efforts for our clients. We would greatly appreciate any information regarding this need. Thanks!

Open eSignForms

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Dec 30, 2013, 12:56:40 PM12/30/13
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Ah, that was fast!  Here's what we posted as the answer to your question that we did from your email request:

That's terrific that you've got your first document working.

You can send an email (and do other actions) by configuring "custom logic" on the package where your Terms of Service has been defined:

http://code.google.com/p/openesignforms/wiki/ProgrammingGuide#Customize_logic

And a bit later talks about sending an email:

http://code.google.com/p/openesignforms/wiki/ProgrammingGuide#Send_email_action

In your case, assuming that once the customer signs the terms it's done, you can just create a custom logic rule for the even "Transaction completed" (and leave the limit to documents or parties unselected), and then 'Add action' to create the email to send.  If there is more than one party involved, you can instead use "Party completed" and select the signing party so the email is sent only when that party is done.

Note that you can attach the signed document to the email, either in its native HTML or as a PDF file just be checking the option when configuring the send email action.

Victor Congionti

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Dec 30, 2013, 1:12:43 PM12/30/13
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Sorry I didn't read your email thoroughly. You can delete this thread and I will post any future updates to the thread you created. 
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