Can we receive an email alert each time a signer opens a document, and how does DRTE track document views?
Published on October 3, 2026 DRTE
Track Document Views and Set Up Real-Time Email Alerts in DRTE
DRTE tracks document access using E Signature Disclosure child records created during portal access, paired with summary tracking fields on the parent E-Signature Request record.
In this article: how each document view is recorded, which parent fields are updated, and how to receive an instant email every time a document is opened. |
1. How DRTE Tracks Each Document View
- Mandatory Disclosure Modal: When a recipient opens the link, the document does not display until they click "I acknowledge, please proceed" on the consent screen.
- Disclosure Record Creation: Accepting the disclosure automatically creates a new E Signature Disclosure record linked to that signing request.
- Parent Summary Fields: DRTE simultaneously updates summary fields on the parent E-Signature Request record, as listed below.
| Field on E-Signature Request | What It Shows |
|---|---|
| Acknowledged and Viewed? | A counter reflecting total access events. |
| First View Date and Time | Exact timestamp of the first access. |
| Last View Date and Time | Exact timestamp of the most recent access. |
2. How to Set Up Real-Time Email Alerts
To receive an instant email notification every time a document is opened:
- Create a Record-Triggered Flow in Salesforce on the E Signature Disclosure object.
- Set the trigger condition to "When a record is created".
- Add a Send Email action to notify the document sender or account owner immediately.
Why this works: a new E Signature Disclosure record is created each time a recipient accepts the disclosure, so a flow triggered on record creation fires on every document access. |
Knowledge Article Number: KA-00438