How do we get the Summary doc included when the signed documents are sent to us?

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We want a recipient (and us) to receive not only the signed document, but also the Summary sheet. Is there a setting to have that included by default?

JohnSantosAnswer

Guru

@gerber team - In the Signing Settings, you will see that option to make it default to your account:

Check the “Attach certificate of completion to envelope” option. The summary document is also called the Certificate of Completion.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

JohnSantos

Answer

Guru

@gerber team - In the Signing Settings, you will see that option to make it default to your account:

Check the “Attach certificate of completion to envelope” option. The summary document is also called the Certificate of Completion.

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Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

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nathaly.monge

Docusign Employee

Hello @gerber team ,

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Nathaly | Docusign Community Moderator
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