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

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.
1. How DRTE Tracks Each Document View
  1. 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.
  2. Disclosure Record Creation: Accepting the disclosure automatically creates a new E Signature Disclosure record linked to that signing request.
  3. Parent Summary Fields: DRTE simultaneously updates summary fields on the parent E-Signature Request record:
  4. Acknowledged and Viewed?: A counter reflecting total access events.
  5. First View Date and Time & Last View Date and Time: Exact timestamps of access.
2. How to Set Up Real-Time Email Alerts
To receive an instant email notification every time a document is opened:
  1. Create a Record-Triggered Flow in Salesforce on the E Signature Disclosure object.
  2. Set the trigger condition to "When a record is created".
  3. Add a Send Email action to notify the document sender or account owner immediately.

Knowledge Article Number: KA-00438

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