Legatics notifies you in the app and by email at the same time. You choose which notifications you want in your Account settings, in the Signing group, where each notification has its own on and off switch. If notifications are turned off for the matter, none are sent.
Notifications go to matter users who have the notification switched on and who can see the pack or document it is about.
The signing notifications
Notification | When you get it | Setting |
Signing pack sent | A pack has been sent. For DocuSign, this is when the envelope is sent from inside DocuSign. If the send means a document has now gone to everyone it needs to, the notification names it. | Signing pack sent |
Signing pack completed | A pack has reached Completed, for wet-ink and for DocuSign. If the same event also makes a document Signed, you get Document signed instead. | Signing pack completed |
Signing pack requires action | A pack has gone into Action required. The notification gives the reason. | Signing pack requires action |
Signing pack voided | A pack has been voided. If signatories went back to Not sent, the notification names them. | Signing pack voided |
Document uploaded to Signing | A document has been uploaded to Signing, with the name of the person who uploaded it. | Document uploaded to Signing |
New version uploaded to Signing | A new version of a document has been uploaded to Signing. | New version uploaded to Signing |
Document signed | A document is fully signed. For DocuSign, this is when the last pack for the document completes. For wet ink, it is when you collate the document. | Document signed |
[Screenshot: An example pack action required notification.]
Pack action required
You get one notification each time a pack goes into Action required. If another reason appears while it is already there, you do not get another.
DocuSign reasons (a signer declined, failed authentication, or could not be reached) notify straight away.
Wet-ink reasons notify when you leave the matching view with a problem still outstanding, such as a matched page that has no signatory. Unmatched uploaded pages on their own do not trigger a notification.
If a document is removed from a sent envelope using DocuSign Correct, you also get a Document requires action notification for each document removed. It uses the same setting as Signing pack requires action.
If a signer pack needs a signer assigned to a signature page, it also goes into Action required. That notification is titled Pack needs your assignment and uses the same setting.
For the reasons and how to fix each one, see Action required on a pack: reasons and fixes.
What does not send a notification
Changes that you would already know about, or that need nothing from you, do not notify. For example, you are not notified when a document moves to Ready to collate or Partially sent, or while its signature pages are being tagged.