CC : Samir Molly Ronovsky
HI Aruna Raheja,

Do we have mockup for this Notification settings screen?
If not, can you please attach screenshot from Sertifi so that we can continue with analysis till the time you upload actual mockup?

Thanks,
Swapnil P.

Hi Swapnil Pandhare,

I hadn't started work on this ticket but there will be screens for this ticket too. Once will create something will update here.

Molly Ronovsky : I have taken some reference from sertifi and design the attach screen. I am not sure whether it is correct or not. Can you please provide your feedback onto the same.

I am attaching sertifi screen as well from where i have taken reference.

Aruna Rahejagood start - but we would also want the preferences for if they want to be notified once a signer has signed a document, and that notification would show the signed document, if a signature is delinquent, and they can decide after how long of the signer not signing do they want to be notified that it still isn't signed.

Aruna Raheja https://www.sertifi.com/luceo/Administration/Account/account_settings.aspx

Need to be able to configure when you want the notifications.

Please start with UI

Aruna Raheja will finalize the mockup

CC : Samir
Hi Molly Ronovsky

This JIRA is not getting cleared from story.Can you please attach some workflow or what this is tied to (Email template or action or user). It seems from attached mockup that it is for multiple users.

Thanks,
Swapnil P.

Molly Ronovsky : As per my understanding, i have created the attached mockups. Kindly review the same.

Hi Molly Ronovsky and Aruna Raheja,

Can you please specify in detail the user story, and finalize the mock-up this item is on risk for sprint 3

Regards,
Samir

SamirAruna RahejaSwapnil Pandhare

Here is what Sertifi looks like

• we would like the user to be able to input an email address or mark that the 'sender' automatically gets the notification. Right now with Sertifi, you have to put in the email address and its hard coded, vs. being able to say 'whomever sent the document gets the notifications'. Can you have a checkbox that just states 'Send notification to Sender when document completed'. As well, we need another option to put in something like 'Notify sender that document is delinquent' and then have a field for 'after how many days' maybe something like the idea below.

Aruna Raheja I tihnk you can change your mock-up to be 'Notifications & Alerts', and then you can have a box for CC if they do want to hard code an email in there...they can also choose the checkbox to say look at who sent the document and send that person the alert. You can use the Sertifi image to see what to include.

Hi Molly Ronovsky,

Will these settings be attached to each user's account settings or to template?
If there are 3 admins , wil lthey be able to set up different setting s for sending the document ?

Thanks,
Swapnil P.

Molly Ronovsky : The above comments are not very much clear. Have uploaded the screen on the basis of what i understand. Kindly have a look and confirm.

Aruna Raheja Will try to explain - let me know if it's still not clear.

The page that you looked at in Sertifi is the edit sending page settings. So, it will change up the options on the page where you go to send. In our case, that would be if we go to send forms from dashboard, based on the settings you looked at, it will show me what field options i have to fill in. We did not include that in this epic - it's a nice to have, but not part of the story.

What this epic is referring to, is the Notifications and Alerts the end user will receive based on the files they send. So, if I as an end user want to be alerted when the document has been completed / signed, i have the option to either insert email addresses here OR use the checkbox to just say send the notification to whomever sent the file to the candidate to let them know it was completed. As well, I want to be able to indicate if that notification includes a copied of the signed forms as an attachment, a link in the email or nothing.

Additionally, if there is an outstanding file that has NOT been completed, I want to be alerted that a file to a candidate has NOT been completed after a certain amount of days. So it's a two part question - if the user says yes, i want to be alerted of delinquent files, then i also have to indicate WHEN i want to be alerted..

Swapnil Pandhare Today with Sertifi they are account wide. So whatever settings are chosen, that is the settings for the system. Do you have a suggestion on a better way to do it?

Hi Molly Ronovsky,

As per our call only notification is in scope for this ticket. Preferences is not considered over here

Regards,

Samir

Aruna Raheja, Mohd Belal Swapnil Pandhare

Hi Samir,

As discussed in meeting, i have done the below changes:

1. Removed "Default Signers Section"
2. Once a person clicked on "Send Notification to Sender when document completed", 2 options will populate i.e "Include attachments" & "Notify sender document delinquent".
3. Once a person clicked on "Notify Sender", dropdown list of no. of days will populate.

Have attached the latest mockups, kindly let me know if something i have missed.

Molly Ronovsky : Kindly review

CC : Swapnil Pandhare Mohd Belal

Aruna Raheja Why do we have delinquent mixed with completed? Shouldn't that be it's own option?

Also the return recipient? - are we saying that we should let the sender be notified as soon as the candidate opens the document? Like a read receipt? If so, that verbiage is confusing.

Molly Ronovsky : Have updated the designs with "document delinquent" as separate entity.

CC: Samir Mohd Belal Swapnil Pandhare

Aruna Raheja thanks.

Let's update the read receipt to: Notify sender when document is received.

Molly Ronovsky : Content change. Kindly check

cc: Mohd Belal Samir Swapnil Pandhare

Aruna Raheja I do not see that change? Can you remove images that are no longer valid? some still have the top part, others do not, but i do not see that change.

Molly Ronovsky Please check now. Have removed old images.

Aruna Raheja Looks good - can we change the first one to say 'Notify sender when document completed'? That way it goes with the flow of the other two?

Molly Ronovsky I have changed the content. Kindly check.

CC : Mohd Belal Samir

Aruna Raheja One more thing - again just for consistency - can you add the 'when' and 'is' to the first two?

So, 'Notify Sender when document is completed.'
'Notify Sender when document is delinquent.'

Hi Molly Ronovsky : Kindly check now.

Aruna Rahejathe middle one (delinquent) is missing a 'when'

Molly Ronovsky Done.

Aruna Raheja looks good - not sure if you need to update the second page too if you click any of those? the other image shows the old verbiage.

Molly Ronovsky : It's already done, might be old screens need to be deleted. Will update the same with dev team

Aruna Raheja Yes, please do / clean up the images on here so it does not get confusing. Thank you!

Molly Ronovsky : Deleted old file, kindly check now.

Aruna Raheja looks good.

Hi Molly Ronovsky,

Can you please review the jira.

Swapnil Pandhare Samir

Priya Dhamande This is fine - but I think we need to come back to this after we figure out the CC issue we discussed on the call last week, where we have cc on template and in here.

Molly Ronovsky, Yes once the issue of CC is resolved we will verify the same.

Swapnil Pandhare Samir Ganesh Sadawarte Rohan J Khandave

Priya Dhamande, great thanks - be sure to loop in Robert going forward Robert Malony

Hi Priya Dhamande,

Is this Cc issue being tracked anywhere?

Thanks,

Robert

cc: Molly Ronovsky, Swapnil Pandhare, and Samir

Robert Malony Molly Ronovsky

Yes, its tracked under jira with ID: DMS-936.

Samir Swapnil Pandhare