to check the sent document with whom its pending

The scenario described by the business: the legal team is responsible for managing the e-contract signing processes via DocuSign, and in parallel provide the status of the signing progress to their internal stakeholder. The process of updating the stakeholders is done manually, and time consuming for the legal team, as a result, the legal team wants their internal stakeholders (with no access to DocuSign) to receive email notification each time there is a change in the e-signing process/status.

By default, all notification are turned on, and it doesn't fulfil the business needs.

Receives a copy - How can we utilize this to ensure at each stage of the transaction, the internal stakeholders will receive notification once each of the recipients actions on the envelope, consider a scenario we have 4 recipients to receive an envelope as shown below:

Recipient 1 - Needs to Sign - Notification to be sent once document is Signed

Recipient 2 - Needs to View - Notification to be sent once document is Viewed

Recipient 3 - Needs to Sign - Notification to be sent once document is Signed

Recipient 4 - Needs to Sign - Notification to be sent once document is Signed

Hello @Munish veda ,

Thank you for reaching out here in the Docusign Community.

I’m sorry to hear that our notifications does not accomplish what you need, I understand you need certain people to get notified each time a recipient sign.

However. @Jason.Wiswell is correct, the best option is to add those same people as a receives a copy at every stage of the signing process. First you would need to enable the signing order feature. It would look something like the below:

Signing Order 1-  Recipient 1 - Needs to Sign 

Signing Order 2-  Stakeholder - Receives a copy

Signing Order 3-  Recipient 2 - Needs to View 

Signing Order 4-  Stakeholder - Receives a copy

Signing Order 5-  Recipient 3 - Needs to Sign 

Signing Order 6-  Stakeholder - Receives a copy

Signing Order 7-  Recipient 4 - Needs to Sign 

Signing Order 8-  Stakeholder - Receives a copy

Please note that having the Stakeholder added several times will not delay the signing process as it is not required for them to open the document for the workflow to continue but they will get a notification after each recipient finishes their actions.

For more information on Signing Order, please view the following article: Set a Signing Order

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Best regards,

Nathaly | Docusign Community Moderator
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