You can receive notifications when a document is submitted through a SendNow site in your system. You can choose to receive notifications when documents are submitted through specific sites, for specific recipients, or both.

We have several articles covering how to use SendNow, please click here to visit the SendNow article hub. 

 

• Click on your user name in the menu at the top of the screen.
• Click on Notifications in the menu on the left.
• You will see two checkboxes in a column labeled Email. One for sites, one for recipients. Fill in the checkbox next to the option you want to receive notifications for.

 

 

• Next you have to specify the site or recipients you want to receive notifications for. Click the link labeled "Select SendNow Site(s)". A pop up will appear.
• The pop up will contain a dropdown menu that contains all the SendNow sites active in your system. Make your selection from the list. You can select as many as you would like.

 

 

• To remove a selection click the X icon next to the name of the site. 
• Once you have made your selections, review and click Save.

 

 

• Repeat the process if you have selected to receive emails for specific Recipients.
• Click the link labeled "Select Recipient(s)". A pop up will appear.
• The pop up will contain a dropdown menu that contains all the Recipients active in your system. Make your selection from the list. You can select as many as you would like.

 

 

• To remove a selection click the X icon next to the name of the Recipient.
• The popup also contains a checkbox that allows you to receive a notification if documents are submitted without a recipient selected. Fill in the checkbox if you want to receive notifications for when documents are submitted with no recipients selected. 
• Once you have made your selections, review and click Save.
   

 

Notes:

 

• If you enable notifications for sites, recipients, or both, you must specify at least one selection using the instructions above. If you enable notifications, but do not make a selection of which sites/recipients to receive notifications for, you will not receive notifications.