How to Create SimpleForm Links with Email Notifications using the owner_email param

Users at SimpleDocs are able to automate the process of notifying stakeholders when an agreement has been signed. For example, a common use case is that Sales executives want to be notified when a contract has been signed by a prospect and its parties.

While this is part of the standard workflow, a SimpleForm (counterparty-initiated Request) is not directly associated with a Request owner since it is directly initiated by the counterparty.

However, with this feature, you can create SimpleForm links that notify a specific email address when an agreement is fully executed. This works by adding this parameter at the end of any SimpleForm link before sharing it with a counterparty: &owner_email=email@domain.com where email@domain.com is a sample email domain — you should replace it with the correct one you intend to use.

The steps below explain how to use this functionality in a SimpleForm (counterparty-initiated agreement):

Log in to your SimpleDocs account > “Workflows” section. Find the workflow you want to use, and click on the three dots located on the right side of the workflow:

Select option “Link to create request” for copying the URL link:

Share the URL with the internal team: Share the URL with the appropriate stakeholders.

If your intent is to provide the SimpleForm link to a large team, we recommend you share the link and these instructions so that each SimpleForm user may add their own email to the url before sharing with external counterparties. That way they will be notified of each Request that is signed using their link.

Each person should modify the URL: Open a new tab/window and paste the copied URL. At the end of the URL, append the following parameter: &owner_email=email@domain.com. Replace email@domain.com with the desired email (e.g. &owner_email=ana@teloslabs.co ).

If the email belongs to a SimpleDocs account, it will receive a copy of the executed agreement. If not, an email notification that an agreement has been signed will be received.

Stakeholders should share the modified URL with their prospects: The stakeholders will send the URL to the prospects who will be able to fill out and submit the form to self-serve their agreement
Notification after agreement execution: The workflow process will begin once the prospect fills out and submit the form. Once the agreement is singed by all parties, the email specified in the URL parameter will receive a notification.

This notification enables the email recipient to take the next steps in their business process, such as sharing confidential information after an NDA is signed, or taking another business action.