InsuredMine has made a change regarding who receives email notifications when clients successfully sign documents. Previously, these notifications were sent to the login agent’s email address, but now they will be sent to a custom email address set by the user.
To view the enhancement:
- Navigate to the E-sign module.
- Then, click on the 3 dots icon in the top right-side corner.
- From the drop-down select “Sender Settings.”
- From the sender settings, choose ‘Custom Email Address’ and input the email address where you’d like to receive notifications for successful document signings.
- Notifications for both the initiation and successful completion of the signing doc will be sent to the specified custom email address.
