How to configure extended signer notifications

Overview

Normally when an order is completed the solicitor for the order is notified and can then download the document. This can also be extended to include all signers involved in an order. By activating this feature all signers will be notified and can then download the document.

NOTE: Version 2.0.0 does not support download for signers.

Activation

To activate change the following two configuration parameters.

Change or add the following to the file theme.json

"enableNotifyAllSignersOption": true
Click to copy

Change or add the following to the file config.json

"orderOptions": {
  "signerCanDownloadPDF": true
}
Click to copy

Restart the application.

Usage

A new checkbox will appear in the section for selecting approvers. Selecting the checkbox will activate notifications to all selected signers. If the checkbox was selected it will also be displayed in the overview section of the order.