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We use DocuSign for our employment contacts. We ask certain questions that we may want to follow up on some answers, such as disabilities (in order to understand whether we need to put any additional resources in palce).

 

is there a way to set up an alert or email if certain check boxes are ticked? This would help us to identify which new employees we should be reaching out to.  Currently we’re downloading and looking at each contact, which is time consuming when we have over 70 new starters per week.

Hi @alib,

 

Welcome to the Docusign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I understand that you are looking to trigger a notification whenever certain fields are completed, and I will share more details on the topic. This is option is not available within DocuSign eSignature. Nevertheless, feedback that can improve our users’ experience is always welcome. I encourage you to consider submitting your idea to be reviewed by our development team for possible implementation. If you’re a Docusign Administrator for a corporate plan, you have the additional option of filing your request through a support case, or by reaching out to your Account Team. We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

 

Feel free to let us know if you need further assistance with this. 

 

Thank you for using Docusign, we hope you have a wonderful rest of your day! 

 

Best regards,  

Alejandro R. | Docusign Community Moderator  

  

"Select as Best" below if you find the answer a valid solution to your issue!  

 


Hi @alib,

 

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?  If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

 

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!  


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