Question

Disable download and save a copy.

  • 25 April 2024
  • 2 replies
  • 37 views

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Hello everyone,

I am currently testing DocuSign before purchasing a plan. I want to confirm if there is a function that allows me to disable the download or save a copy option for the signee. I only want the recipient to receive an email, sign the document, and not be able to download or save a copy. Is this feature available in the paid plan?

Thank you.


2 replies

Userlevel 5
Badge +9

Hello, @markar 

 

Welcome to the Docusign Community!

 

Accordingly legal laws that rules an Agreement signing process, all parties involved in the signed agreement must have a signed/completed copy of the agreement. 

 

That said, some additional information:

 

In the Settings page, an Admin can disable these options:
 

Disable: Attach documents to completion email

Disable: Attach certificate of completion to envelop

 

The signers will get the completion email, but the contracts(documents) will not be attached to it.

 

Even so, in the completion email that still having a link to the signed document and a Security Code to be used in the Docusign site to find a document.

 

An option would be change the Completion Email notification using the Email Resource file. That file requires someone who understands HTML & XML markup languages. So who is editing the Email Resource file can change completely the Completion Email notification. 

 

I hope that helps!

Alexandre

Userlevel 2
Badge +8

Hi @markar,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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