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Signing Documents over Web

Settings for signing the handover protocols and other documents over web and notifying the users about unsigned documents.

Options:

  • Message to the Recipient
    • Edit message template– editing template of the message that will be delivered to the asset recipient after document being issued.
  • Notify the recipient – enable if you want to send the notification about the document being unsigned.
    • If recipient does not sign the document to (days) – provide the number of days. If the document won't be signed after this number of days, the notification to the recipient will be sent.
    • Edit message template – editing template of the messages being sent.
  • Notify the technician handing over – enable if you want to send the notification about the document being unsigned to the technician handing over.
    • If recipient does not sign the document to (days) – provide the number of days. If the document won't be signed after this number of days, the notification to the technician handing over will be sent.
    • Edit message template – editing template of the messages being sent.
  • Notify the team
    • If recipient does not sign the document to (days) – provide the number of days. If the document won't be signed after this number of days, the notification to the selected group of users will be sent.
    • Notify the group members – select the group of users.
    • Repeat this notification automatically after (days from the last notice) – select if you want to send the notifications repeatedly, and set the sending period (in days).
    • Edit message template – editing template of the messages being sent.
  • Notification send time – set the time when the notifications should be sent (in the hh:mm form).
Note:
When sending the messages to the group members ยด, the messages will be sent to all the recipients simultaneously (the "To" field will contain the address list of all recipients).
Note:
Notification to the technician handing over and team are sent simultaneously for all the unsigned documents.

 

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