Send Document Notifications to Users Without an Account

In order to sign a document, the signature process requires that the user have either an employee or ConneX account. However, if they should only be notified after the document is completed their email address can be manually entered to be notified once the document approval is complete. This will email the completed document, as an attachment to the email, so the user does not need to log in.

To enter an email address(es):

  1. After creating a document, as part of the approval setup, enter the email address(es) under the ‘Notify When Complete’ section.

  2. After entering an email address, click on ‘enter’ on your keyboard to save the email address entered, then add additional email addresses if desired.