You can now select a different email address for a contact to send documents to be signed, either through Digital Signing or without. This is helpful in cases where a client has a different email used to sign documents.
In cases where a Contact has multiple different email addresses, CAS 360 by default will choose the contact's Primary Email address as the email address to send emails to.
Instructions
Once the documents have been prepared through the Document Productions screen, select Electronic Signing Options.
- Select the contacts "Primary Email" to select a different email.
- Select the Email Address to send the documents to be signed to.
- Once a different email address has been chosen please Select Save.
Instructions
Once the documents have been prepared through the Document Productions screen.
- Select the contacts' "Primary Email" to select a different email.
- Select the Email Address to send the documents to be signed to.
Already sent to the wrong email address?
If you've already sent a document pack and realise it went to the wrong email address, you don't need to resend it.
Instead, update the contact's email address in CAS 360. Any reminders already scheduled for that document pack will then be sent to the new primary email address.