By default, signed documents are only sent to the user who created the transaction. However, with a shared email integration, you can designate an alternative email address to receive all signed documents — either on a per-template basis or across the entire account.
This is particularly useful when multiple team members need access to completed documents, or when using a central inbox for processing.
What is a Shared Email Integration?
A shared email integration allows signed documents to be sent to a different address than the sender’s. It works similarly to adding a copy recipient manually but streamlines the process by automating distribution via templates or at the account level.
You can also configure the integration so that the shared email is the only recipient of signed documents.
How to Add a Shared Email
Click the Settings icon in the top-right corner
Go to Integrations
Select Shared Email
In the pop-up, enter the required information and click Save:
Note: Adding the shared email here is only the first step. You must still link it to a template for it to function correctly.