Configuring Email Notifications in Zoho Sign

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Introduction

Stay informed about document activity in Zoho Sign by configuring your email notification settings. You can choose to receive alerts for specific events related to both sent and received documents, helping you track progress and take timely action.

Step-by-Step Instructions

 

Accessing Notification Settings

 

To manage your notification preferences:

    1. Go to the Zoho Sign dashboard
    2. Click Settings on the left-hand side
    3. Select Notification Settings from the dropdown menu

 

Enabling Email Notifications

    • Use the toggle switch to turn email notifications ON or OFF
    • When enabled, you will receive notifications for relevant document activities

Customising Event-Based Notifications

You can configure notifications for various events, including:

    • When a document is sent
    • When a recipient views the document
    • When a document is signed or rejected
    • When a document expires or is completed

These settings apply to both documents you send and those you receive.

 

Why Enable Email Notifications?

    • Stay updated on signature status and document progress
    • Take timely action if a document is delayed or rejected
    • Improve accountability with real-time updates
    • Ensure compliance with internal approval timelines

Tips

    • Enable only the notifications you need to avoid inbox clutter
    • Combine email alerts with Zoho Sign’s in-app notifications for better visibility
    • Periodically review your settings to align with changing roles or responsibilities
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