Hi @COD1977KJ
The best way to ensure numerous folks are able to keep tabs on an envelope status might be by utilizing Docusign Connect to notify a third party system any time advancement has been made to the status of an envelope. Per the article linked above:
Connect enables your application’s web server (your “listener”) to receive notifications about Docusign envelope events. As your envelope progresses from state to state, it sends event updates to your listener that can include envelope status and the actual content of document fields.
This may be something for you to consider. Whoever has access to the server site can see the status of the envelope at that time.
Based on your explanation, however, I believe you are specifically looking to be notified exclusively via email. It sounds as if you might benefit from setting up a custody transfer rule to automatically move an envelope to a specific user account after being sent from the original user account. This 2nd account would be the new ‘owner’ of the envelope.
You would then configure the email address of that account as a distribution email on your office mail server so the group of folks can all be notified via email when status changes.
Is this a correct understanding of what you’re trying to accomplish? It looks like a portion of your request was cut off so please provide more context if we need a better understanding of what you’re hoping to resolve. Thanks!
Hi Glen,
the below comment is what I need and how to do this, I have set up the custody transfer for all collogues so when the DocuSign docs are sent but they need the notifications when the status changes.
How do I configure the below comment so each person who sent the DocuSign gets the notifications
“You would then configure the email address of that account as a distribution email on your office mail server so the group of folks can all be notified via email when status changes.”
Thanks
Can each individually be added to their documents they send we have 11 people set up that send docs through DocuSign, so for example is person A sends the docs, and once sent the docs send they go to the shared inbox, how do I set up so that person who sent it gets the notifications instead of the notifications go to the shared email address set up
Hello @COD1977KJ ,
welcome to the Docusign Community and thank you for posting your concerns!
What @Glen.Steinhardt mentions would be outside of Docusign scope, that would be something your IT team can assist with, from the Docusign side, all you would need to do is set up the custody transfer to that distribution email address.
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
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Hello @COD1977KJ ,
If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!