Navigate to omniSign \ Documents and select Edit next to a document you want to edit.
Navigate to Workflow section to configure document workflow and what happens in document signature workflow.
- To configure a common message to be send to each document recipient, select Email Message,
- Select Consent if any you want customer to agree to when document is signed. Learn more about Collecting Customer Consent. If no consent is selected, default consent will be presented.
- To configure email notifications on a document signature workflow status enter a list of emails in Notify about new data to this email.
- To configure SMS or Text notifications on a document signature workflow status, enter a list of phone numbers in Notify phone number.
- To display a message to a customer after signing, enter message under Display this message after submission.
- You can redirect customer to the specific URL, enter Redirect link.
- If you want, you can redirect customer to the specific page on your site, select page in Redirect to this page after submission.
- If you want to send customer a specific message once signing is completed, select that Message.
- If you want to kick off a specific message campaign, select that Campaign.