This article answers common questions about Realtair's sign notification system.
1. What types of notifications are sent to agents (Primary agent, Primary assistant, secondary assistant)?
Please refer to the below:
|
Notification |
Type of notification |
Primary Agent |
Primary Assistant Agent |
Secondary Assistant Agent |
|---|---|---|---|---|
|
The document has been signed |
|
|
|
|
|
SMS |
|
|
|
|
|
Upon sending a VOI - Message Delivered/Undelivered |
|
|
|
|
|
SMS |
|
|
|
|
|
When the vendor completes VOI |
|
|
|
|
|
SMS |
|
|
|
|
|
When the vendor completes Fill-in |
|
|
|
|
|
SMS |
|
|
|
|
|
All parties signed the document |
|
|
|
|
|
SMS |
|
|
|
|
|
Contract exchanged |
|
|
|
|
|
SMS |
|
|
|
2. Can admins or assistants receive notifications once a document has been signed?
primary and secondary assistant must be connected as an assistant agent to the primary agent to receive notifications once a document has been signed.
Admins will not receive any Sign notifications unless they set up Sign Email Templates and add Admin as additional recipients
3. How do I make sure my admin receives a copy for all sign email templates that get sent out?
To ensure that the admin receives a copy of all sign email templates, they can easily edit the templates by following these steps:
👉 Click here to learn how Realtair Sign emails work
4. Can I add additional recipients to receive a signed copy of the document?
Yes, you can but only for SignAnything, and contracts in NSW & VIC.
Link - https://help.realtair.com/knowledge/send-a-copy-to-signanything-to-a-third-party