Notifications from Automations

If a form request is send from an Automation, a specific person needs to be listed as 'sending that form'. This means that, whoever triggers the automation, that same person will get all of the responses.

The same is true of signature requests, all of the document signed notifications will be sent to the person that created the automation, not the person that triggered it.

Ideally, we would like the automations functionality to be at 'Firm Level' - so the firm can create approved automations and give access to appropriate advisors.

Then the notifications could be set to 'Assigned Advisor' etc. to ensure whoever triggers them gets the notification.