docs(pipelines): notifications page + wizard updates (move-to-Sent, signer name, ZIP) - #162
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docs(pipelines): notifications page + wizard updates (move-to-Sent, signer name, ZIP)#162nicolasiscoding wants to merge 3 commits into
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…batch Add a new Pipeline Notifications page covering default recipient lists (Signed & delivered / Failed), per-store notification overrides, and customizing the completion email (subject, message, attach-as-ZIP). Update the Creating an E-Signature Pipeline walkthrough for the new move-to-Sent toggle (Step 2), signer document name and message fields (Step 4), and the deliver-as-ZIP toggle (Step 5). Replace the stale single error-alert email bullet with the current notifications model and cross-link the new page. Bump downstream sidebar positions to make room. Closes #161
… placement, step-label alignment Address guidewright-review findings on the pipeline how-to: - State the SharePoint connection prerequisite (Azure AD app) in Before You Begin and point back to it from Step 2 (was an unstated wall at Step 2). - Add the required signature-placement sub-step to Step 3 with a link to Field Placement (the wizard blocks Next until a field is placed; the walkthrough previously omitted it entirely). - Align step headings with the wizard rail (Sample/Source/Extract & Route/ Sign/Deliver) and name the Create Pipeline button; clarify the default vs per-rule destination folder. - Correct the Notifications page: per-store overrides live on Extract & Route, not Destination.
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What this does
Documents the new Pipelines capabilities and fixes one stale reference.
New page — Pipeline Notifications:
Updates to Creating an E-Signature Pipeline:
All screenshots were captured against the live product with the guidewright workflow (red boxes on the exact control) using neutral demo data.
Closes #161
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https://claude.ai/code/session_01WGTz3v7aRSGCBi45DizjDv