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DocRoundup

DOCROUNDUP GUIDE

Who receives email updates?

Client submissions and messages notify the request sender. Owner copies are optional and off by default. Manage these choices in Settings → Notifications & reminders.

Go to the steps ↓

Signing completion

When Everyone has signed is enabled, each signer and the request sender receive one final email after the completed PDF and signing record are ready. Owner copies follow the business notification setting. A person who is both sender and signer receives only one email.

The sender receives updates

When enabled, Items sent for review and Client messages go to the team member who first sent the request. Creating a draft does not make you its sender. Resending or retrying does not change who receives updates.

Optional owner copies

In Settings → Notifications & reminders, enable Also notify the owner to copy the owner on teammates’ client updates. It is off by default. The owner receives only one email for requests they sent.

When a sender leaves

If the sender no longer has access, updates go to the owner. For older requests without a recorded sender, the creator is used, then the owner. Recipients must have verified email addresses.