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Assigning DocumentTRAK Notifications to Workflow

Last updated 2016-08-10 14:50:01 UTC

Similar to email notifications, AssureSign DocumentTRAK web notifications are assigned to events occurring in the lifecycle of an AssureSign document. These events are assigned handlers when editing the workflow on an AssureSign template. You will be given the option to edit the workflow when creating a new template, or you may later select the template from the list of templates under the “Templates” tab; when editing the workflow on an existing template, click “Edit” on the template, and select the “Edit workflow” link.

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When you export a Template, the DocumentTRAK notification design and any attached credentials will follow the template.

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