By default, signed documents are only sent to the user who created the transaction.
With a shared email integration, you can choose another email address to receive signed documents. This can be configured for individual templates or across the entire account.
This is useful when multiple team members need access to completed documents, or when your team uses a central inbox for document processing.
What is a Shared Email Integration?
A shared email integration lets you send signed documents to a different email address than the sender’s email address.
Instead of adding a copy recipient manually each time, you can use the shared email integration to send signed documents automatically to the selected email address through templates or account-level settings.
You can also configure the integration so that the shared email address is the only recipient of signed documents.
Add a shared email address
Go to Settings (⚙️) → Integrations.
In the list of available integrations, click Shared Email:
Enter the required information in the pop-up window:
Click Save
Note: Adding the shared email address is only the first step. You must still connect it to a template before it can be used.