Salesforce User who sent document (typically eSign doc owner) will be sent an internal notification when document is signed by recipient with existing email template/workflow that comes with installed package:

  1. “Document Signed by Recipient Notification” Template: You can edit the existing email template “Document Signed by Recipient Notification” that came with installed package or you can create a new email template if you would like, make sure to include the field that will link back to eSign doc record: {!esign__Document__c.Link} somewhere in body of template and refer to  Configuring Email Templates section below for additional instruction on formatting merge fields.
  2. Workflow “Document Signed by Recipient:” You can edit the workflow action “Email to document owner”  to update the email template to a new one of your choice per step above. Or you can also create a new workflow if you do not want to use existing actions in this managed workflow “Document Signed By Recipient” that came with installed package. Make sure to activate any new workflow and deactivate those that are not in use.

 

You can create a new email template that is being sent to the signer after the document is signed.  

  1. There is currently a default email notification that the app is using to notify the Signer of a completed document, it’s called “Document Signed Notification.” This email template is used to notify the signer of document and body of email says “Attached is a copy of the document you signed” and the email will include PDF format copy of final signed documents, including countersign signatures if applicable. 
    1. NOTE: This email is being sent through our app Apex code so you cannot modify this existing email template.
  2. You do have the option to create a different template to notify the signer of completed document. To do this you need to create a new email template with the merge fields you want (with merged field logic described above) and then setup a workflow to set the value of eSign Doc.Document Signed Email Template field on eSign Doc object to the Salesforce ID of the email template that you just created.  Evaluate The Rule can be set to Create and “true” for criteria to make sure it always set.  But you can also place logic around workflows to use different email templates depending on the document being signed such as the name of the document or the object it is related to etc.
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