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Level 2
May 7, 2025
New

Completed e-signature notification

Related products:Lacerte
  • May 7, 2025
  • 1 reply
  • 4 views

When we (the client and us) get the completed docusign notification back email the Subject line and in the body reads: "Completed: Action needed by (Name of Client): Please sign your tax documents."   It is confusing for some clients because it reads as more action is needed by them.   My suggestion is to have it just read "E-Signature Completed by (Client's Name)" in the subject line and in the body.  

1 reply

Level 10
May 20, 2025

What was needed to do to get email notifications from DocuSign?  Is this a feature of Docusign because I have not seen this option in the esignature dashboard.