SigniFlow’s Portfolios feature is a standout solution for businesses, serving as a robust customer portal for seamless document management. You can upload, share, and send any document for eSigning with ease.
Sharing a Portfolio with a customer allows for the uploading of supporting documents during the signing process or directly into the portal. The system notifies you via email of any activity, enabling you to monitor document progress effortlessly.
The Importance of Notifications:
Notifications play a crucial role in keeping users informed about any actions or updates regarding their documents within SigniFlow Portfolios. By receiving email notifications, users can stay up-to-date on the progress of their documents and promptly respond to any necessary actions.
How to Manage Notifications:
1. Accessing Portfolio Settings: Log into your SigniFlow account and navigate to the desired Portfolio.
2. Locating Notification Settings: Locate the notification settings option within the Portfolio interface.
3. Turning Notifications On/Off: Toggle the notification settings to enable or disable the Portfolio's email notifications.
4. Saving Changes: Be sure to save any changes made to the notification settings to ensure they take effect.
For a visual demonstration of how to manage notifications for SigniFlow Portfolios, watch our tutorial video.
Conclusion:
Effectively managing notifications for SigniFlow Portfolios is essential for staying informed and maintaining control over document workflows. By following the steps outlined in this article and utilising the provided video tutorial, users can easily tailor their notification preferences to suit their needs.
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