Participants receive emails with any update sent to the client user.
Note: Only team members with admin permissions can update email settings.
Participants receive notifications via email for any updates communicated to the client user. However, you have the option to limit these notifications so that participants only receive an email when a notary has been assigned to the order.
Note: Payment details are not included on emails that get sent to participants. Because participants don't see payment details, we actually send them their own email - they aren't copied on the email to the client user.
There are different emails you can elect to have the client user, and therefore the participant, receive in your email settings. These emails are when:
- An order is created by someone in your company
- The client user creates an order
- Documents are added by the notary
- A consumer completes an esigning
- The appointment has been confirmed
- A notary responds to a rescheduled appointment
- Notary marks the order Complete
- A notary marks an order as Did not sign
- A scheduler marks an order as Canceled or On hold
- An order is closed without sending an invoice, send completion notification