CC Notifications: Keep all your teams updated in the document execution process automatically

In the physical paperwork process, sales and customer-facing teams used to manage paperwork signing as well. This meant they could seamlessly action the next steps with the customer after the document was signed - because they knew exactly when that step happened.

But with digital paperwork signing flows are often either centrally managed or through an app-based API. In such flows, customer-facing teams have little to no involvement in getting documents signed.

While this is amazing for the productivity of customer-facing teams,  it also means they are cut out of the loop when it comes to information about document signing.

This results in endless back-and-forth via calls, Whatsapps, emails etc. between central/branch teams and sales officers -  just to find out whether the document has been signed.

In effect, the efficiency and productivity gains of the digital paperwork process can cause increased communication friction between teams

That’s where Leegality CC Notifications come in. 

With CC Notifications, you can copy “non-signing” stakeholders like sales officers to the eSign journey so that they automatically receive relevant notifications about the document signing in real-time via email.

No endless back and forth. Complete alignment.

With CC Notifications, you can send notifications to as many non-signers as you want. You can also configure, in detail, the exact notifications each of them will receive.
Here are the different types of notifications that you can configure for non-signers through the CC Notifications feature:

  • Invitation Notifications
  • Signing/Approval/Rejection Notifications
  • Completion Notifications
  • Expiry/Failure/Deletion Notifications

How CC Notifications work

Sender can toggle ON “Send copies of notifications (CC)” while adding Invitees. 

They can then provide the Name and Email of the person to add them as a CC Invitee.

Sender can toggle ON “Send copies of notifications (CC)” while adding Invitees. 

They can then provide the Name and Email of the person to add them as a CC Invitee.

Your sender can add as many CC Invitees as you need. They can also customise the CC Options for each invitee to manage the notifications and other details the invitee will receive.

Your sender can add as many CC Invitees as you need. They can also customise the CC Options for each invitee to manage the notifications and other details the invitee will receive.

From CC Options on the same card, the sender can choose the steps in the document execution journey for which each CC Invitee will receive notifications.

These include:

  • Invitation Notifications
  • Signing/Approval/Rejection Notifications
  • Completion Notifications
  • Expiry/Failure/Deletion Notifications

They can also send a copy of the signing/reviewing link, completed document, and Secure Audit Trail by toggling on the respective options.

From CC Options on the same card, the sender can choose the steps in the document execution journey for which each CC Invitee will receive notifications.

These include:

  • Invitation Notifications
  • Signing/Approval/Rejection Notifications
  • Completion Notifications
  • Expiry/Failure/Deletion Notifications

They can also send a copy of the signing/reviewing link, completed document, and Secure Audit Trail by toggling on the respective options.

Once the document is sent for signing, the CC Invitee will automatically receive notifications about each step in the journey, depending upon the options picked by the sender.

Once the document is sent for signing, the CC Invitee will automatically receive notifications about each step in the journey, depending upon the options picked by the sender.

Here is a quick peek into the actual product.

Pass the document that you need to check through Leegality eSign Verifier

Pass the document that you need to check through Leegality eSign Verifier

Pass the document that you need to check through Leegality eSign Verifier

Pass the document that you need to check through Leegality eSign Verifier

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Sender can toggle ON “Send copies of notifications (CC)” while adding Invitees. 

They can then provide the Name and Email of the person to add them as a CC Invitee.

Step
2
/
4

Your sender can add as many CC Invitees as you need. They can also customise the CC Options for each invitee to manage the notifications and other details the invitee will receive.

Step
3
/
4

From CC Options on the same card, the sender can choose the steps in the document execution journey for which each CC Invitee will receive notifications.

These include:

  • Invitation Notifications
  • Signing/Approval/Rejection Notifications
  • Completion Notifications
  • Expiry/Failure/Deletion Notifications

They can also send a copy of the signing/reviewing link, completed document, and Secure Audit Trail by toggling on the respective options.

Step
4
/
4

Once the document is sent for signing, the CC Invitee will automatically receive notifications about each step in the journey, depending upon the options picked by the sender.

Step
5
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4
Step
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4
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7
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4
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Next step

Benefits of CC Notifications

  • Give your sales, business, legal or compliance teams complete visibility throughout the document execution journey.
  • No endless back and forth between sales teams and central/branch offices to find out document signing status

Benefits of CC Notifications

  • Give your sales, business, legal or compliance teams complete visibility throughout the document execution journey.
  • No endless back and forth between sales teams and central/branch offices to find out document signing status

Benefits of CC Notifications

  • Give your sales, business, legal or compliance teams complete visibility throughout the document execution journey.
  • No endless back and forth between sales teams and central/branch offices to find out document signing status
How to get started with
CC Notifications

Get in touch at enquiry@leegality.com to start using CC Notifications.

More on
CC Notifications