Introduction
Here’s the thing. Not every notification matters the same way to every user.
Sometimes you want to know the moment a document is signed. Other times, constant emails just slow you down. That’s exactly why this feature exists.
BoloSign now lets you control your email notifications based on how you work. Whether you’re sending contracts daily or just tracking a few documents, you can decide what deserves your attention and what doesn’t.
No clutter. No unnecessary pings. Just the updates that actually matter.
Steps to Customize Email Notifications
Let’s walk through it step by step.
Step 1: Go to Settings
Once you're inside your BoloSign dashboard, navigate to the Settings section.
Step 2: Open Email Settings
Inside Settings, click on Email Settings.
You’ll see three options here:
Configuration
Manage Templates
Notifications
Step 3: Click on Notifications
Select the Notifications tab. This is where you control everything.
Step 4: Configure Sender Notifications
You’ll see the first section:
Notify me when I am the sender and:
Here, you can choose what updates you want to receive when you send documents.
Options include things like:
Document signed by all recipients
Document viewed
New comment posted
Document declined
Approved by all approvers
Just tick the ones you care about.
Step 5: Configure Recipient Notifications
Next, you’ll see:
Notify me when I am a recipient and:
This controls what notifications you receive when someone sends you a document.
Again, select only what’s relevant to you.
Step 6: Save Your Preferences
Once you’ve selected your preferences, your notification system is now tailored to your workflow.
Why This Feature Matters
This might look like a small update, but it solves a real problem.
Too many notifications create noise.
Too few, and you miss important actions.
With this feature, you stay in control. You only get updates that actually help you move faster, follow up smarter, and avoid missing critical steps in your signing process.
Conclusion
Custom email notifications make BoloSign feel more personal and efficient at the same time.
Instead of adapting to the system, the system adapts to you.
Set it once, and your workflow instantly becomes cleaner, faster, and way less distracting.