How to Troubleshoot Document Delivery Issues and Optimize the Document Signing Process
When managing document signing workflows, issues such as email delivery failures, large file sizes, or incorrect delivery methods can disrupt the process. This guide provides solutions to common challenges and tips for optimizing your document signing process.
Troubleshooting Email Delivery Issues
If notifications or signed documents fail to reach recipients due to email delivery issues, follow these steps:
Check Email Security Settings: Ensure that your email server or security gateway allows emails from twoday. Whitelist twoday’s sending domain and email addresses to prevent notifications from being blocked or rejected.
Reactivate Transactions: If the transaction failed but the documents are signed, log in to your document signing platform and reactivate the transaction. Confirm that the recipient can receive emails by asking them to whitelist the sender address. Resend the notification once the issue is resolved.
Manual Delivery: If reactivation is not possible, download the signed documents from the transaction overview and deliver them manually to the intended recipients.
Alternative Delivery Methods for Large Files
For large documents that exceed email attachment size limits, use alternative delivery methods:
Send Documents via Link: Configure your document signing platform to deliver signed documents through a secure link instead of email attachments. This method supports larger file sizes (up to 1 GB) and ensures successful delivery.
Shared Email Address: Set up a shared email address to receive links to signed documents, ensuring that a specific recipient (e.g., the initiator) always has access to the files.
Using Templates for Consistent Document Sending
To avoid errors in selecting delivery methods or other settings, use templates with predefined configurations:
Create Templates: Set up templates with fixed delivery methods and other frequently used options. This ensures that each new document signing request uses the correct settings by default.
Streamline Processes: Templates save time and reduce the risk of errors, making your document signing workflow more efficient.
Summary
By addressing email delivery issues, using alternative methods for large files, and leveraging templates, you can ensure a smoother and more reliable document signing process. These strategies help minimize disruptions and optimize your workflow for better efficiency.