Name variable for notification email

  • 1
  • Idea
  • Updated 12 months ago
When sending a document to a signer-client, I'd like to be able to include the signer's name in the notification email.

I have quite a few older husband-and-wife clients who share a single email address.  Here's what often happens:
   1)  They receive the email
   2)  Spouse #1 signs
   3)  Spouse #2 can't sign
   4)  They close the browser and reopen, and access Right Signature through the same email that worked before (rather than the identical email sent for Spouse #2)
   5)  Spouse #2 still can't sign
   6)  Clients call me in a panic and have to be walked through

Close to half the time, step 7 is "forget it, just mail us the d@mn thing."  A lot of time wasted, and possibly a client put off of e-signing completely.

(I've given thought to making the two people a single signer for RightSignature, but that won't work for me.  Assuming it's even legal --I haven't checked -- it invites abuse.  It also allows signers to sign in the wrong place.)
Photo of Abby Weeks

Abby Weeks

  • 7 Posts
  • 0 Reply Likes

Posted 12 months ago

  • 1

Be the first to post a reply!