CC Notifications
Key Resources:
About the Feature
In the physical paperwork process, sales and customer-facing teams used to manage paperwork signing as well. This meant they could seamlessly action the next steps with the customer after the document was signed - because they knew exactly when that step happened.
But with digital paperwork signing flows are often either centrally managed or through an app-based API. In such flows, customer-facing teams have little to no involvement in getting documents signed.
While this is amazing for the productivity of customer-facing teams, it also means they are cut out of the loop regarding information about document signing.
This results in endless back-and-forth via calls, Whatsapps, emails etc. between central/branch teams and sales officers - just to find out whether the document has been signed.
In effect, the efficiency and productivity gains of the digital paperwork process can cause increased communication friction between teams.
That’s where Leegality CC Notifications come in.
With CC Notifications, you can copy “non-signing” stakeholders like sales officers to the eSign journey so that they automatically receive relevant notifications about the document signing in real-time via email.
No endless back and forths. Complete alignment.
With CC Notifications, you can send notifications to as many non-signers as you want. You can also configure, in detail, the exact notifications each of them will receive.
Here are the different types of notifications that you can configure for non-signers through the CC Notifications feature:
- Notifications when signers/reviewers receive a document
- Notifications when signers/reviewers eSign/approve the document
- Notifications when the document is completely executed
- Signed document and audit trail
- Notifications when an eSign invite has expired or has been deleted
- Federal Bank
- DBS Bank
- Flipkart
- HSBC
- ICICI Housing Finance
- Yes Bank
and more
- Give your sales, business, legal or compliance teams complete visibility throughout the document execution journey.
- No endless back and forth between sales teams and central/branch offices to find out document signing status
- Loan Agreements
- Partnership agreements
- Vendor/supplier contracts
- Employment contracts
- Service Level Agreements (SLAs)
- Sales/Purchase Orders