Notifications for When Document is Digitally Signed.
An option for others besides the signees to be notified when a document is fully signed. There is a similar feature for estimates via an automation, which currently cant be created for documents.
We were frustrated as well, since we utilize “created documents” for many purposes, and were told there wasn’t the ability in JobNimbus in regard to created Documents. However, there is, and without having to have an employee electronically/digitally sign. I have a feeling a lot of people don’t know of this feedback side of JobNimbus, so if this Post for “Notifications for When Document is Digitally signed” could start showing it’s getting some attention, and JobNimbus would contact us with how we’re achieving automatic notifications when a document’s been signed, we’d be happy to share, but it’d be great for the info to be added to the Help Center and all users be notified via the announcements. If it’s been included in any help sections by now, I’ve missed it. Generating some interest in the post might get it some attention.
Dean Markley commented
I found a easy work around for this and surprised JobNimbus hasnt chimed in to say it. I was a bit upset when the update was released because we already had a good system for signatures and this update broke it. Anyhow, read on for easy fix.
When creating a document add two signatures, one for yourself and one for the customer. IMMEDIATELY sign the contract on your end. When the customer signs it both parties will then be emailed with a notification that the contract is fully signed. The key is to add that second signature with an email associated with it that you routinely monitor.
So as it turns out its not a bad thing to have a counter signature from your company on it. Slightly more time consuming than what I had before but I can live with this process.
Cannot stress enough that we absolutely need to be notirfied when a recipient has digitally signed a document. Currently, I am having to set reminders just to check if it's been signed. There sould be a pop-up notification for browser and devices running the app, and an e-mail notification as well.
Dean Markley commented
I use the document feature to add terms and conditions to the estimates so the document is what requires the signature. I was getting notifications through an automation for this before but now I am not. So basically when a customer signs a contract now I dont know to process the order. Please fix this immediately as it has a very substantial impact on my business.