If you're involved in a time-sensitive transaction, you want to be informed of progress in real time. With DocuSign Transaction rooms, you can select which notifications you'd like to receive and where you'd like to receive them.

Notifications can be turned on for certain events:

  • ​When someone views a document you have shared
  • When you receive a document in your Transaction Room Inbox via fax or email
  • When someone shares or removes your access from a document in a transaction room
  • When someone adds you to or removes you from a transaction room
  • When there is activity related to the electronic signature of a document

You also have the option of turning on the Daily Digest. The Daily Digest is an email that summarizes your account activity for the previous 24 hours. If this is turned on and no activity has taken place with your account in the previous 24 hours, you will not receive a Daily Digest email. When you create a DocuSign Transaction Room account, Daily Digest and notification for activity related to the electronic signature of a document are enabled by default.

Note: Changing notification settings only affects your account. For other members of the transaction room to receive notifications, they must have notifications enabled within their own account.

Setting up notifications using your web browser

You can enable or disable notifications from your web browser.

  1. From the home screen, click Settings.
  2. On the My Account tab, click Notifications.
  3. Click the sliders to enable or disable the preferred notifications.

    Note: A green slider indicates the notification is enabled, red indicates it is disabled.

  4. When finished, click Save Changes button.
  5. The notification settings are now changed.

Note: To enable the ability to set notifications for your mobile devices, you must install the Transaction Room Application on your mobile device and log in with your Transaction Room account. This will register those devices to your account. If you have not done this, the phone and tablet columns will be disabled.

Setting up notifications using the mobile application on your tablet device

You can also enable or disable notifications on your iPad or Android tablet. This feature is not currently supported on smartphones.

  1. From the home screen, tap the Menu icon.
  2. Tap Settings.
  3. Tap Notifications.
  4. Tap the sliders to enable or disable the preferred notifications.

    Note: A green slider indicates the notification is enabled, red indicates it is disabled.

  5. The notification settings are now changed.

For more information, be sure to check out our Support Site or Ask a Question on the Community!

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