Incoming Emails when a Client Signs a Document

The Nimbus system will automatically advise the business when a Client completes the signing process on a document. The email notification can be directed to specific staff as follows:

Default Employee

If no other settings are configured in the system, all incoming emails for completed signed documents will be sent to the staff member who is set as the Default Employee. This setting can be found via:

• Admin / Business Settings

• Select the appropriate Employee

Open

Default Client Notification

Each Client Entity in the system can be configured to redirect incoming emails to a specified staff member, rather than them being directed to the Default Employee. In any business, this may be the staff member who is responsible for the Client.

This setting is made via the Client Profile as follows:

• Clients menu

• Add/Edit a Client

• Select the appropriate employee

• Note that this must be done manually for each Client Entity

Open

Email Job

When an email job is sent to a Client, it is possible to redirect any incoming emails to a specified staff member which will override the above settings. This may be the person who needs to deal with the signed documents when they are returned to the business.

This setting is made via the Email Job, Schedule tab as follows:

• When creating the Email Job, select the Schedule tab

• Select the appropriate employee on the Email From / To: field

• Note that this selection is for the current email job