26 Signed Document Workflow
The user will be sent a copy of the document they have just signed:
27 Rejected Document Workflow
When a user rejects the document sent to them for signing, the agency will be notified of the rejection:
28 Request Signature Document Workflow OnLine
When you send a notification to the user to sign the document online from their portal
29 Request Signature Document Workflow EtzSign
This is an example of a document being sent to a client to sign via etz Sign:
32 Request upload Document Workflow OnLine
When you send a notification to the user to upload a document online from their portal
34 Documents Requiring Signing Reminder
This email is sent to users (from the Send Document Reminders page) who haven't yet signed the sent documents:
35 Documents Awaiting Upload Reminder
This email is sent to users (from the Send Document Reminders page) who haven't yet uploaded the required documents:
46 Uploaded Document Workflow
This email is sent to the user once their document which they uploaded is approved by the agency:
We have also created more emails for etzComply Documents:
60 Request Signature Document Workflow OnLine (With Invitation)
When you send a request for signature and choose 'Send email with site login details' and the user has not yet signed up to etz the email will also include an invitation to set up their identity.
61 Request Upload Document Workflow OnLine (With Invitation)
When you send an upload request and choose 'Send email with site login details' and the user has not yet signed up to etz the email will also include an invitation to set up their identity.
62 Documents Upload Reminder (With Invitation)
This email reminds the user they need to upload a document on to their portal. This message will included an invitation to set up the users identity if they have not yet done this.
64 Request Download Read Document Workflow OnLine
The user will receive an email asking them to login to their portal to download and read the document
65 Request Read Document Workflow OnLine (With Invitation)
The email from the last message will also include an invitation to set up their identity if they have not yet done this.
66 Request Download Read Document Workflow Email
The user will receive an email request to download and read a document. The email will includ a link to download the document and set it as 'read'.
67 Request Download Read Sign Upload Document Workflow Online
The user will be asked to login and download, read, sign and upload the document to their portal.
68 Request Download Read Sign Upload Document Workflow Online (With Invitation)
The email from the last message will also include an invitation to set up their identity if they have not yet done this.
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